With the recent rise is Nvidia and AI technology it’s pretty safe to say that they’re both here to stay. Nvidia saw gains of 80x in the last 10 years so we’re on the look out to find the next big winner.

GPUs power many datacenters around the world, but who actually makes the GPUs? TSMC manufactures the chips behind Nvidia, Apple and AMD, this is the a fundamentle company that is behind all of the businesses.

Around 70% of the worlds of the worlds advanced chips are made by TSMC, “Annual capacity of the manufacturing facilities managed by TSMC and its subsidiaries exceeded 17 million 12-inch equivalent wafers in 2025” – TSMC website.

If TSMC stopped maknufacturing AI would grind to a halt almost instantly.

Who else is investing?

Philippe Laffont is a French hedge fund manager worth over $7.9 billion. He has recently stated $2.62 Billion on TSMC. Once Taiwan eased limitations on the stock, it jumped 123% as investors wanted more.

2 of the biggest companies in the world Nvidia and Apple heavily rely on TSMC, will the stock go up as much 80x, I’m not sure, but it’s definatly worth the risk.

As of 1st of May 2026, I invested over £300 in the stock, let’s see how it does!