Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production.
Nvidia (NASDAQ: NVDA) and TSMC (NYSE: TSM) are often considered the bellwethers of the AI chip market. Nvidia, the world’s largest producer of discrete GPUs for data centers, provides the best “picks and shovels” for the AI gold rush. TSMC, the world’s largest and most advanced contract chipmaker, manufactures Nvidia’s chips. It also serves other fabless AI chipmakers, including AMD (NASDAQ: AMD) and Broadcom (NASDAQ: AVGO).
Therefore, if Nvidia stopped developing new AI chips and TSMC stopped manufacturing them, the AI market would grind to a halt. However, neither company could produce new chips without ASML (NASDAQ: ASML) — the real bottleneck in the AI supply chain.
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