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How Nvidia Is Becoming a Foundry Powerhouse
Lucas and Luna explore Nvidia's pivot from chip designer to foundry powerhouse. With the stock up 4.4% this week and the S&P 500 hitting 7,600, they break down Nvidia's $20 billion investment in internal manufacturing, the strategic rationale behind reducing reliance on TSMC, and what it means for the semiconductor supply chain. They also discuss how this move could reshape Nvidia's margins and competitive moat, touching on the broader market context of big tech diverging.
#Nvidia #Semiconductors #Foundry #ChipManufacturing #TSMC #SupplyChain #AI #Investing #StockPicking…
The skinny
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