Accessibility Menu
Arrow-Thin-Down
S&P 500
6,775.80
-0.1%
-5.68
Arrow-Thin-Down
DJI
47,417.27
-0.6%
-289.24
Arrow-Thin-Down
NASDAQ
22,716.13
+0.1%
+19.03
Arrow-Thin-Down
Bitcoin
$69,594.00
-0.3%
-$213.37
Arrow-Thin-Down
AMZN
$212.65
-0.8%
-$1.68
Arrow-Thin-Down
GOOG
$308.51
+0.5%
+$1.58
Arrow-Thin-Down
META
$654.95
+0.1%
+$0.88
Arrow-Thin-Down
MSFT
$404.73
-0.3%
-$1.03
Arrow-Thin-Down
NVDA
$185.94
+0.6%
+$1.18
Arrow-Thin-Down
TSLA
$407.82
+2.1%
+$8.59
Most Active StocksDaily Stock GainersDaily Stock Losers

Forget Nvidia -- This Is AI's Hidden Winner

Nvidia's margins could fall next year, and it's this company's fault.

By Travis Hoium – Jun 21, 2024 at 5:30AM EST

Nvidia (NVDA +0.64%) relies on one company for its most advanced products, Taiwan Semiconductor Manufacturing (TSM +2.15%). And Taiwan Semiconductor is raising its prices in part because Nvidia is making so much money on AI chips. Travis Hoium covers what we know right now in this video.

*Stock prices used were end-of-day prices of June 18, 2024. The video was published on June 19, 2024.

Read Next

About the Author

Travis Hoium
Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.
TMFFlushDraw
X@travishoium

Travis Hoium has positions in Apple and Intel. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Intel and recommends the following options: long January 2025 $45 calls on Intel and short August 2024 $35 calls on Intel. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Taiwan Semiconductor Manufacturing Stock Quote
Taiwan Semiconductor Manufacturing
NYSE: TSM
$354.21
(+2.05%)+$7.12
Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$185.94
(+0.64%)+$1.18
Apple Stock Quote
Apple
NASDAQ: AAPL
$260.86
(+0.01%)+$0.03
Intel Stock Quote
Intel
NASDAQ: INTC
$47.98
(+2.56%)+$1.20
Advanced Micro Devices Stock Quote
Advanced Micro Devices
NASDAQ: AMD
$204.93
(+0.84%)+$1.70

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.

View Premium Services