Taiwan Semiconductor Manufacturing Company Performance Overview
Taiwan Semiconductor Manufacturing Company (TSMC) reported a substantial 54% increase in stock value in 2025 and is projected to achieve a 30% revenue increase in 2026. The company’s shares are currently rated as a “buy” by 98% of 49 analysts, with an average target price set at $408.50, indicating a potential 25% increase over the next 12 to 18 months.
TSMC plays a critical role in the semiconductor market, serving major technology firms such as Nvidia, Amazon, and Apple. The company is raising its capital expenditure to meet growing demand driven by advancements in artificial intelligence, where firms like Meta Platforms and Alphabet plan to significantly increase their AI spending, cumulatively amounting to hundreds of billions of dollars.
Currently trading at a P/E ratio of 31, TSMC is expected to see earnings per share (EPS) rise to $13.05 in 2026, a 23% increase from $10.65 in 2025. The highest price target for TSMC’s stock is set at $520, reflecting a potential upside of 59% from current levels.
