tsmc's record high: executives see billions in wealth surge

2025-08-13 tsmc

Taipei, Wednesday, 13 August 2025.
tsmc’s stock soared to a record NT$1200, catapulting its market capitalization to NT$31.12 trillion. This surge significantly increased the wealth of key executives. Morris Chang’s net worth jumped by over NT$52.5 billion in just four months. Chairman CC Wei’s family wealth increased by over NT$3.5 billion in the same period. This impressive growth is fueled by high demand for AI chips, particularly from Nvidia’s GB300 orders, and tsmc’s cutting-edge technology. Analysts predict continued strong performance, estimating an EPS of NT$59.66 this year and NT$66 next year.

Stock performance and investor sentiment

TSMC’s stock closed at NT$1200 on Wednesday, marking a NT$20 or 1.69% increase [1][2]. Trading volume reached 37,587 shares [2]. The surge has sparked discussions among investors about whether to buy or sell, after the stock reached a high of NT$1195 on Monday [6]. According to the Taiwan Depository & Clearing Corporation, TSMC’s shareholder base decreased by over 200,000 since June 2025, indicating that many investors missed out on the recent gains [3]. Had these investors held their shares, they could have seen returns of approximately NT$250,000 per share, a 26% increase [3].

Analyst perspectives on tsmc’s growth

Wei Mingyu, an analyst at Ruiyuan Tougu, anticipates TSMC reaching new highs, projecting an EPS of NT$59.66 for this year and NT$66 for the next [1]. This optimism is echoed by other analysts, who highlight the strong demand for AI chips as a key driver for TSMC’s growth [3][4]. The market is very optimistic about the future of AI and TSMC’s pivotal role in the sector [3]. TSMC’s technological advancements and its crucial position in the AI supply chain reinforce its market leadership [1][3].

Strategic investment approaches

Senior semiconductor analyst Lu Xingzhi shared five investment strategies for TSMC, advising investors to hold the stock long-term and allocate a significant portion of their portfolio to TSMC, some suggesting 70-80% [6]. Xingzhi suggests reinvesting dividends, focusing on long-term competitiveness, and considering gifting shares to future generations for tax benefits [6]. These ‘mountain climber’ strategies reflect a deep confidence in TSMC’s sustained growth potential [6]. TSMC’s board has approved significant capital expenditures, including US$10.904 billion for plant construction, signaling its commitment to expanding manufacturing capacity [1].

Global market and financial metrics

On the NYSE, TSMC (TSM) closed at $244.29, up $2.20 or 0.91% [7]. The company’s EPS (TTM) stands at $8.35, with a PE Ratio (TTM) of 29.26 [7]. TSMC’s market capitalization is $1.267 trillion [7]. TSMC’s July revenue reached NT$323.166 billion, marking a 22.55% monthly increase and a 25.77% year-on-year increase, reinforcing its robust financial performance [1]. These metrics underscore TSMC’s strong market position and continued growth trajectory [7].

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