Nvidia Stock May or May Not Soar on May 20, But This Super AI Semiconductor Stock Could Pop and Go On a Terrific Bull Run

Nvidia (NASDAQ: NVDA), the world's largest institution by marketplace cap, is acceptable to merchandise its fiscal 2027 first-quarter results (for the 4th ended April 26) aft the marketplace closes connected May 20. Investors and analysts volition beryllium eagerly awaiting Nvidia's quarterly study and outlook to recognize the authorities of the AI economy.

However, it is worthy noting that Nvidia banal has been underperforming successful caller months contempt reporting outstanding numbers and beating Wall Street's expectations. Shares of the semiconductor bellwether person gained 21% implicit the past six months, which is rather underwhelming fixed the 73% spike successful the PHLX Semiconductor Sector scale implicit the aforesaid period.

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It is worthy noting that Nvidia's shares person retreated 5 times retired of 7 pursuing its past 7 quarterly reports. It remains to beryllium seen whether Nvidia volition popular oregon driblet pursuing its upcoming report. However, there's different semiconductor banal that could get a bully changeable successful the limb aft the AI spot titan delivers its fiscal Q1 results.

Let's instrumentality a person look astatine that name.

Nvidia's foundry spouse has outperformed the tech elephantine this twelvemonth

Nvidia is simply a fabless chipmaker, meaning it doesn't ain immoderate fabrication facilities. It designs its chips and past goes to foundry partners specified arsenic Samsung and Taiwan Semiconductor Manufacturing (NYSE: TSM) for the manufacturing part.

TSMC is Nvidia's foundry spouse of choice. The Taiwan-based institution counts Nvidia arsenic its largest customer. The crushed wherefore TSMC is the go-to foundry spouse for Nvidia is due to the fact that of the former's cutting-edge technology, which allows its customers to nutrient precocious chips based connected tiny process nodes astatine a monolithic scale. So, it is casual to spot wherefore TSMC banal has jumped 33% successful 2026, outpacing Nvidia's gains.

Investors volition bash good to enactment that TSMC is miles up of the contention successful the foundry market. It controlled 72% of the pure-play foundry marketplace astatine the extremity of 2025, good up of the closest competitor's 7%. What's more, TSMC's stock of the Foundry 2.0 market, which includes precocious packaging, semiconductor assembly and test, and photomasking successful summation to the pure-foundry model, stood astatine 38% astatine the extremity of 2025.

Counterpoint Research notes that the Foundry 2.0 exemplary has gained prominence successful the AI era, wherever spot manufacturing requires choky integration among manufacturing, assembly, testing, and precocious packaging. The Foundry 2.0 marketplace grew by 16% successful 2025 to $320 billion. TSMC grew astatine a faster gait than the market, clocking 36% gross maturation successful 2025