Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia

The article compares Taiwan Semiconductor Manufacturing (TSMC) and Nvidia as semiconductor investments. TSMC offers a more diversified customer base with 66% of Q2 revenue from data center chips, while Nvidia is heavily concentrated in AI/data center with 82% expected growth versus TSMC's 42%. The author recommends Nvidia as the better single buy due to superior growth prospects, but suggests owning both stocks as TSMC serves as a hedge against Nvidia losing market share to competitors.