Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

In this video, I will go over Taiwan Semiconductor's (NYSE: TSM) recent earnings report and commentary from management. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Taiwan Semiconductor Manufacturing is one of relatively few companies that actually manufacture chips -- including Nvidia's.

Speaking on the sidelines of an event hosted by chip supplier Siliconware Precision Industries in Taichung, Taiwan, Huang explained the transition in Nvidia's chip packaging requirements.

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.

Semiconductor stocks have been red hot over the last two years thanks to soaring demand for artificial intelligence (AI).

Nvidia's demand for advanced packaging from Taiwan Semiconductor remains strong despite evolving technology; plans to use CoWoS-L for Blackwell chip.

NVIDIA's demand for advanced packaging from TSMC, but the tech it needs is changing: Jensen Huang says NVIDIA will transition to CoWoS-L packaging.

Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily on TSMC.

Compared to its industry, the company has lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $22.86 Billion, which is 0.68x below the industry average, potentially indicating lower profitability or financial challenges.

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

Taiwan Semiconductor (TSM) is a strong investment with robust financial health and growth potential in the semiconductor market. Read more here.