NVIDIA stock price ended at $195.55 on Monday, after gaining 0.370% - StockInvest.us

This article reports on NVIDIA's stock price performance, highlighting the continued market vitality in the semiconductor industry. As a leading AI chip manufacturer globally, NVIDIA's stock performan... Read original →

NVIDIA’s modest stock gain masks deeper dependencies: its AI chips rely heavily on TSMC’s 3nm nodes and EUV infrastructure concentrated in Taiwan, China. Geopolitical friction could disrupt yield ramping and inflate foundry premiums. U.S. export controls have already forced NVIDIA to develop downgraded variants like A800, adding over 2% to COGS. AMD and Intel are exploiting this window—pushing MI300X and Gaudi3 into Middle Eastern and Latin American markets less constrained by U.S. policy. Over the next 18 months, the AI chip race will pivot sharply toward power efficiency. If TSMC’s Arizona fab misses its 3nm timeline, global GPU supply will remain hyper-concentrated in Taiwan, China—amplifying systemic risk across the entire AI hardware stack.