tsmc soars: analysts predict 33% revenue jump fueled by ai boom

2025-09-14 tsmc

new york, Sunday, 14 September 2025.
bernstein socgen group is bullish on tsmc’s future. they increased the price target to $290, signaling strong confidence in the company’s ai-driven growth. the firm projects a 33% revenue increase for tsmc in 2025, surpassing tsmc’s own 30% guidance. this revision highlights the significant impact of artificial intelligence on tsmc’s advanced manufacturing capabilities and overall financial performance. investors are watching closely as tsmc solidifies its position in the rapidly expanding ai sector.

stock performance and market capitalization

TSMC’s stock has demonstrated significant upward momentum. On September 12, 2025, the company’s stock price jumped to NT$1,260, reaching a new record high [5]. This surge propelled TSMC’s market capitalization to over NT$32.6 trillion [5]. The stock closed at NT$1,260, a NT$20 increase, marking a 1.61% rise [6]. This performance reflects strong investor confidence and market recognition of TSMC’s pivotal role in the semiconductor industry [5][6].

analyst ratings and future projections

Goldman Sachs has reiterated a ‘buy’ rating for TSMC, setting a target price of NT$1,370 [5]. This target indicates expectations for continued growth and profitability. Market analysts anticipate a 25% revenue increase for TSMC in the upcoming quarter, driven by the growing influence of AI [5]. TSMC’s eight-month revenue for 2025 reached NT$2.431983 trillion, representing a 37.1% year-on-year increase [5]. August 2025 revenue totaled NT$335.772 billion, a 3.9% increase month-on-month and a 33.8% increase year-on-year [5].

advanced manufacturing and capacity expansion

TSMC is proactively expanding its manufacturing capabilities to meet the surging demand for advanced chips [5]. The company plans to invest $100 billion over the next three years in facility expansions [5]. Goldman Sachs projects that TSMC’s 2 nm process will contribute 11.5% of wafer revenue in 2026 [5]. TSMC management anticipates rapid adoption of advanced packaging technologies like WMCM, SoIC, CPO, and CoPoS within the next one to two years, further solidifying its market leadership [5].

taiwan stock exchange

The TAIEX, the benchmark stock market index in Taiwan, reflects TSMC’s significant impact on the region’s financial markets. On September 11, 2025, the TAIEX opened at 25509.3 points, with TSMC reaching its high of NT$1,260 [6]. The TAIEX closed at 25192.59 points, up 23.12 points, with a trading volume of NT$5891.72 billion [6]. TSMC’s after-hours transactions involved 2,483 shares, amounting to NT$3.114 billion across 10 transactions [6].

Bronnen

ai demand tsmc stock