Cathie Wood and TSMC
Cathie Wood, one of the most well-known and influential investors in the world, has recently invested again in the chip industry, indicating a growing confidence in the future of Artificial Intelligence (AI) and the semiconductor sector. While there is no direct information regarding new investments in Nvidia, she has recently made significant investments in Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC).
Cathie Wood has invested substantial amounts in TSMC through her company Ark Invest in recent weeks. On May 20, 2025, Ark Invest acquired TSMC shares worth $8.4 million, indicating a strong conviction in the company’s future potential. Earlier, Ark Invest had already purchased TSMC shares worth $3.83 million on the same day. These investments underline the importance of TSMC in the semiconductor industry, especially regarding the development of AI chips.
TSMC is a vital partner for companies like Qualcomm and plays a central role in the production of advanced semiconductors that are crucial for the next generation of mobile and AI chips. Collaborating with leading companies in the industry reinforces TSMC’s position as a market leader in the semiconductor sector.
Nvidia and the AI Revolution
Although there is no current information about new investments by Cathie Wood in Nvidia, Nvidia is a central player in the AI revolution. Nvidia is often referred to as ‘the sun at the center of AI’ because its graphics processors (GPUs) play a crucial role in the computation and development of AI applications. Nvidia recently reported impressive results in its data center business, highlighting the company’s significance in the AI industry.
The relationship between Nvidia and TSMC is close, as TSMC is an important supplier for Nvidia. TSMC produces the chips that Nvidia needs for its products, emphasizing TSMC’s strategic importance for Nvidia.
Summary
Cathie Wood’s investments in TSMC reflect the growing confidence in the semiconductor industry and AI technology. Although there is no current information regarding new investments in Nvidia, Nvidia remains a central player in the AI revolution. The close relationship between Nvidia and TSMC demonstrates the importance of the chip industry for the future of technology.