Latest / Chip Stock Investor Podcast
Episode 37: Nvidia's Secret AI Business (NVDA), TSMC Stock, and 1 AI Chip Stock's Dismal 2023 (AMBA)
Mellanox was a little-followed acquisition that Nvidia made in 2020, and it's now paying off big time. Nick and Kasey do a little digging and discuss just how much of an effect that the acquisition has had on recent earnings. TSMC (Taiwan Semiconductor Manufacturing) is a key chip manufacturer and system packaging partner for NVIDIA, so that means its growth will be tied to the biggest AI chip designer, right? Well, maybe, but not just yet. Why is that? Computer vision chip designer Ambarella had a lackluster earnings update, and the outlook for the second half of 2023 was pretty bad. A few…
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