why is nvidia worth so much more than their supplier tsmc?
In: Economics
TSMC has competitors, Nvidia right now kind of doesn’t. Also, the political risk in Taiwan sucks balls. If Chinese lose their marbles, there is no TSMC anymore.
Mind you, they are both very highly valued, pe of 36 for tsm is no joke. Its just that 75 of nvda is a different league entirely. Big growth expected out of both of them. Luckily there is no end in sight for demand of more compute capability.
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