Nvidia's Jensen Huang wants wants a lot more production from Taiwan Semi. Here's what that means for the AI story.

Core Viewpoint - Shares of Taiwan Semiconductor Manufacturing Company (TSMC) are increasing due to a rise in tech stocks and heightened demand for wafers from its customer Nvidia [1] Group 1: Company Performance - TSMC's stock is climbing as a result of favorable market conditions in the technology sector [1] - The demand for wafers from Nvidia indicates strong performance and potential growth for TSMC [1] Group 2: Industry Trends - The overall rise in tech stocks is contributing to positive sentiment in the semiconductor industry [1] - Increased demand from major customers like Nvidia reflects a robust recovery and growth trajectory in the semiconductor market [1]