taiex hits record high on tsmc's q2 success

2025-07-21 tsmc

Taipei, Monday, 21 July 2025.
taiwan’s stock exchange soars to unprecedented levels. tsmc’s impressive second-quarter revenue figures acted as a catalyst. the surge reflects tsmc’s pivotal role in the global semiconductor arena. tsmc’s ai accelerator revenue is expected to double this year. by 2029, a compound annual growth rate of approximately 40% is anticipated. institutional investors show strong confidence in tsmc, further boosting market performance. this makes tsmc a crucial indicator for investors closely watching the semiconductor industry.

stock performance and ai demand

TSMC’s stock performance is closely tied to the increasing demand for AI chips [6]. The company’s second-quarter dollar revenue reached $30.07 billion, surpassing market expectations [6]. This financial success has propelled TSMC’s stock and the broader TAIEX to new heights [1]. TSMC’s role in powering semiconductor data centers makes it a critical enabler of AI training and deployment [5]. Its capabilities are significantly ahead of competitors, establishing it as a preferred choice for AI chip manufacturing [5].

analyst perspectives and market trends

Foreign investors are showing strong confidence in TSMC, with continuous increases in target prices and significant buying activity [7]. Over the week of July 14 to July 18, foreign investors invested NT$44.1 billion in TSMC [7]. This surge in investment reflects the optimistic outlook for TSMC’s future, particularly due to the robust demand for AI chips [6]. TSMC’s chairman, Wei Che-chia, noted the continued strength in AI chip demand, further driving the stock prices of related supply chains and AI companies [6].

manufacturing capacity and market dominance

TSMC’s manufacturing capacity plays a crucial role in its market leadership [5]. With major AI companies like NVIDIA and AMD heavily relying on TSMC, the chip manufacturer is uniquely positioned to benefit from the industry’s natural growth [5]. More AI applications require more AI training, which in turn demands more data centers and chips, further emphasizing TSMC’s manufacturing capabilities [5]. Industry experts predict that no competitor will be able to challenge TSMC’s dominance in the next five years [5].

inheritance dispute involving tsmc stock

A recent legal case highlighted the complexities surrounding TSMC stock and inheritance [4]. A dispute arose in Taipei District Court over the estate of a former TSMC executive, Mr. Chen, who passed away in 2023, leaving behind a substantial portfolio of TSMC stock [4]. The primary point of contention involves the valuation of the TSMC shares for inheritance tax purposes, with tax authorities assessing the shares at NT$600 each, while the family argues for a lower value [4]. The next court date is scheduled for September 15, 2025 [4].

Bronnen

tsmc stock taiwan stock exchange