Nvidia. Everybody’s all excited about Nvidia. Fine. They make chips. Good for them. It’s the attention, that’s what gets me. Three years of AI hype, and suddenly they’re geniuses? They don’t make the chips, you know. That’s the thing people conveniently forget. It’s like being a chef who just… orders the ingredients. And don’t even get me started on the valuation. It’s… a choice, really.
Meanwhile, Taiwan Semiconductor Manufacturing – TSMC, if you’re keeping score – is actually doing the work. And they’re up 43% in the last six months. 43%! Nobody’s talking about that. They’re too busy fawning over the marketing department at Nvidia. It’s infuriating, honestly. I mean, I’m a dividend hunter, and I like to see where the actual value is. It’s not always where the hype is.
Let’s be clear: Nvidia needs TSMC. They’re “fabless,” which is a fancy way of saying they outsource the messy, complicated part. TSMC takes their designs and turns them into actual, functional chips. It’s a symbiotic relationship, sure, but one where TSMC is doing all the heavy lifting. And they don’t just do Nvidia. They’re making chips for Broadcom, AMD, Apple… the whole lot of them. It’s diversification, people. Something Nvidia could learn from.
TSMC is predicting a 30% revenue jump in 2026. Thirty percent! And you know what? I think they’re being modest. They’re increasing production capacity, and they’re in a position to charge a premium for their advanced chips. It’s basic economics. Demand is high, supply is… well, it’s not unlimited. And yet, everyone’s still obsessed with Nvidia’s potential. It’s a conspiracy, I tell you.
The Value Proposition: It’s Not About Growth, It’s About Sanity
Nvidia’s trading at 24 times sales. Twenty-four! That’s… aggressive. TSMC, on the other hand, is at 15 times sales. It’s a reasonable number. It’s a number a sane person can understand. Analysts are expecting Nvidia to grow faster this year, sure, but faster growth doesn’t always equal a better investment. Sometimes, it just means more volatility. And I prefer a little… stability. A little predictability. Is that too much to ask?
Let’s do some simple math. If TSMC’s revenue hits $159 billion in 2026 – which, let’s be realistic, it probably will – and they continue trading at 15 times sales, their market cap could hit $2.4 trillion. That’s a 33% upside from current levels. And that’s just a conservative estimate. Don’t be surprised if it’s higher. Don’t be surprised if TSMC starts to get the recognition it deserves. Though, frankly, I wouldn’t hold my breath. People are remarkably resistant to acknowledging things when it inconveniences their pre-existing narratives.
Look, I’m not saying Nvidia is a bad company. I’m just saying that TSMC is the one actually making things happen. And as a dividend hunter, I like to invest in companies that… you know… make things. It’s a novel concept, I realize. But sometimes, the simplest solutions are the best. And sometimes, all you need is a company that consistently delivers value without all the unnecessary hype. It’s not about being flashy; it’s about being… reliable. And frankly, in this market, reliability is a rare and precious commodity.
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2026-02-12 23:03