I think NVDA, AMD, and TSM are cheap.
TSM = Taiwan Semiconductor. They "are engaged mainly in the manufacture, sale, packaging, testing and computer-aided design of integrated circuits and other semiconductor devices, and the manufacture and design of masks. For the 9 months ended 9/30/00, net sales totaled NT$112.41B, up from NT$49.44B. Net income totaled NT$43.63B, up from NT$16.24B. Results reflect increased unit shipments of 8-inch equivalent wafers and higher average selling prices." From
FOOL.COM