‘Nvidia is the Hermès' of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML
- Posted on November 18, 2025
- By CNBC
- 1 Views
‘Nvidia is the Hermès' of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML

Investment management firm Baillie Gifford is remaining committed to a series of names ranging from Nvidia and TSMC to luxury houses such Moncler.