tsmc surges: analysts predict continued climb

2025-09-11 tsmc

Taipei, Thursday, 11 September 2025.
taipei trading saw tsmc’s stock hit a new high of NT$1260 following robust August revenue. This mirrors a 3.8% rise in its u.s. listed shares. Fueling the surge is sustained demand and positive market sentiment. Analysts are optimistic, forecasting a rise to NT$1300 by September’s end. Nvidia’s ceo has praised those investing in tsmc as wise. For those holding tsmc stock, some have profited as much as NT$125,000 per share.

revenue and market performance

TSMC’s August consolidated revenue reached NT$335.771 billion, marking a 3.9% increase from July and a 33.84% rise compared to the same period last year [3]. The cumulative revenue for the first eight months of 2025 reached NT$2.431982 trillion, a 37.09% increase year-on-year [3]. TSMC’s strong revenue figures and market capitalization exceeding NT$32 trillion reflect its significant position in the global semiconductor industry [3]. These figures highlight the company’s crucial role in the electronics supply chain and its impact on Taiwan’s electronic components exports [4].

analyst perspectives and future projections

Analysts are closely monitoring TSMC’s financial performance, with a local brokerage setting a stock price target of around NT$1390 [5]. Foreign investors have previously shown even greater optimism, with some setting estimates as high as NT$1740 [5]. TSMC anticipates consolidated revenue between $31.8 billion and $33 billion for Q3 2025 [1]. This expectation represents a 8 7.75% quarter-over-quarter increase and a 37.872 37.85% year-over-year increase, based on a median revenue estimate of $32.4 billion [1].

institutional investor activity

The three major institutions have expanded their net purchases to 43,332 shares for the week ending September 11, 2025 [3]. Foreign investors and proprietary traders bought 40,861 shares and 2,675 shares, respectively, during the same period [3]. Investment trusts, however, continued to sell, offloading 203 shares [3]. These shifts in institutional investment underscore ongoing confidence in TSMC’s growth prospects and its pivotal role in the semiconductor market [3].

impact of ai and industry events

The artificial intelligence boom continues to drive investment focus toward AI and semiconductor sectors, with TSMC at the forefront [6]. Apple’s new product releases, including the iPhone 17 series utilizing TSMC’s 3nm process, provide a significant boost [6]. The SEMICON Taiwan 2025 further enhances TSMC’s profile, showcasing its advanced process technology and future development plans [6]. TSMC’s strong position is also reinforced by government support for the semiconductor industry, encouraging increased research and development [6].

stock performance and trading dynamics

TSMC’s stock price closed at NT$1260 on September 10, 2025, reaching a new high [3]. On September 11, 2025, the stock traded at 1240, up 15 (+1.22%), with a trading volume of 30,288 shares [7]. There were 10 block trades with 2,483 shares, with some shares trading at an average price of NT$1,231.82 and others at NT$1,285.5 [3]. Foreign investors have been net buyers for 10 days, starting August 29, 2025, accumulating a total of 74,735 shares [7].

Bronnen

stock performance revenue forecast