The article examines three semiconductor stocks: NVIDIA designs AI accelerators, Micron supplies high-bandwidth memory and TSMC makes leading-edge chips. Year to date, NVIDIA is up 16.58%, Micron 240.82% and TSMC 45.35%. Consensus price targets are 328.95 USD, 1,561.91 USD and 584.39 USD, implying upside of about 52%, 61% and 33% from current prices. The author sees higher targets of 350 USD, 1,800 USD and 600 USD, and argues that if AI spending slows, TSMC and Micron may hold up best, while NVIDIA has the most upside if demand stays strong.
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NVDAsemiconductorsartificial intelligenceMicronTSMC
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.66 |
| Change that session | -0.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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