Cathie Wood, the founder of Ark Invest, is known for her forward-looking investments, particularly in the semiconductor industry. In recent months, she has increased her investments in Nvidia and Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC), indicating a positive market development in this sector.
Nvidia
Nvidia is a leading company in artificial intelligence (AI) and graphics processors. Cathie Wood has revived her relationship with Nvidia in the past, especially during the Nasdaq sell-off in spring 2025. Nvidia is often referred to as ‘the sun at the center of AI’ due to its central role in the development of AI technologies. Nvidia’s CEO, Jensen Huang, has advocated for strengthening U.S. chip infrastructure, highlighting Nvidia’s significance in the global chip industry.
TSMC
TSMC is a leading provider of foundry services and plays a crucial role in manufacturing semiconductors for companies like Nvidia, AMD, and many others. Cathie Wood recently made significant investments in TSMC. Between May 19 and 20, 2025, Ark Invest purchased a combined total of 241,047 TSMC shares, marking the first major investment in TSMC in years. These investments reflect confidence in the future demand for TSMC’s services, especially regarding the growing investment in AI infrastructure.
Market Forecasts and Risks
The semiconductor industry is influenced by significant geopolitical tensions and trade uncertainties, particularly between the U.S. and China. These uncertainties could negatively impact the supply chains and revenues of companies like TSMC. Despite these risks, demand for advanced semiconductors remains high, especially in the fields of AI and data centers, supporting Cathie Wood’s investments in Nvidia and TSMC.
Overall, Cathie Wood’s investments in Nvidia and TSMC suggest a positive market development in the semiconductor industry, driven by the growing demand for AI technologies and advanced semiconductors.