**NVIDIA Corporation (NVDA) is set to report its fiscal 2026 fourth-quarter earnings, highlighting strong demand for its Blackwell chips and increasing AI-centric partnerships. Despite this growth, NVIDIA’s year-to-date stock performance has been modest at 1.8%, contrasting sharply with competitors like Taiwan Semiconductor Manufacturing Company (TSMC), which has surged 21.9%, and Micron Technology, Inc. (MU), up 50%.**
**TSMC anticipates first-quarter 2026 revenues between $34.6 billion and $35.8 billion, marking a year-over-year increase of 25.5%, with gross margins expected to rise to between 63% and 65%. Meanwhile, Micron expects its fiscal second-quarter 2026 revenues to reach between $18.3 billion and $19.1 billion, up from $13.64 billion in the previous quarter, driven by heightened demand for high-bandwidth memory (HBM) chips and expected earnings growth rates of 444.9% for the current quarter.**
**Super Micro Computer, Inc. (SMCI) forecasts revenues of $12.3 billion for its fiscal third-quarter 2026, with a full-year projection of at least $40 billion. The company’s earnings growth rate is expected to be 103.2% for the current quarter as demand for its integrated Data Center Building Block Solutions rises amid the AI boom.**
