TSMC Becomes Prime Target Amid U.S. Manufacturing Mandates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy NVDA?
TSMC's (TSM) dominance in advanced process and packaging has let it to become a prime target amid U.S. manufacturing mandates as chip customers face pressure to diversify supply chains, Monica Chen and Charlene Chen of DigiTimes Asia reports. Recent reports reveal Nvidia (NVDA) and Apple (AAPL) intend to collaborate with Intel (INTC) on its 2028 Feynman architecture platform, intending to target "low volume, low-tier, non-core" production to align with the Trump administration while continuing its core TSMC relationship.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Performance Support: NRT14 is capable of supporting high-density AI workloads of over 100 kW per rack, utilizing liquid cooling technology that offers up to 25 times the energy efficiency of traditional air-cooled systems, significantly reducing operational costs and enhancing performance for enterprises.
- Regional Collaboration Expansion: This certification continues Digital Realty's partnership with NVIDIA, further expanding its AI infrastructure footprint in the Asia Pacific, enabling enterprises to rapidly deploy and scale their AI-driven transformation needs.
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- International Market Trends: U.S. markets also showed strong performance post-election, with major index futures rising, indicating global investor interest in tech stocks, particularly in the AI sector, further contributing to the overall market recovery.
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