Nvidia Has The AI Profits. TSMC Wants A Cut – Taiwan Semiconductor (NYSE:TSM), NVIDIA (NASDAQ:NVDA)

Nvidia Has The AI Profits. TSMC Wants A Cut – Taiwan Semiconductor (NYSE:TSM), NVIDIA (NASDAQ:NVDA)

By Surbhi Jain
Publication Date: 2026-09-24 18:26:00

Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.