Key Points
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Nvidia (NASDAQ: NVDA) is set to release its fiscal Q1 results on May 20, 2026, after market close. Despite a 21% gain in shares over the past six months, Nvidia has underperformed relative to the PHLX Semiconductor Sector index, which spiked 73% during the same period.
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TSMC (NYSE: TSM), Nvidia’s largest customer, holds a dominant position in the foundry market with a 72% share and reported a significant 36% revenue growth in 2025, outpacing the overall Foundry 2.0 market, which grew by 16% to $320 billion.
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TSMC plans to ramp up its 2nm production capacity at a 70% CAGR between 2026 and 2028 and aims for a potential stock price increase of 62% based on projected earnings per share of $24.95 by 2028.
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