TSMC Reports Q4 Earnings Beat, Forecasts Strong AI Demand for Nvidia in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: NASDAQ.COM
- Earnings Beat: TSMC's Q4 2025 revenue exceeded analyst expectations, showcasing its robust performance in the global semiconductor market and reinforcing its position as a key chip manufacturer.
- Growing AI Demand: CEO C.C. Wei confirmed strong AI demand after discussions with cloud service providers, indicating that GPU demand is likely to remain strong in the coming quarters, potentially providing ongoing market opportunities for Nvidia.
- Collaboration with Nvidia: As the primary manufacturer of Nvidia's chips, TSMC ensures that Nvidia can continue to roll out updated products, with the Rubin system launch expected later this year, likely fueling AI customer purchasing enthusiasm.
- Optimistic Market Outlook: TSMC's positive outlook combined with Nvidia's market leadership suggests significant revenue growth potential for 2026 and beyond, attracting investor interest and potentially driving Nvidia's stock price higher in the future.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.050
Low
185.00
Averages
255.63
High
352.00
Current: 187.050
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
