TSMC’s market capitalization has increased from 2.2 trillion US dollars to 6.5 trillion US dollars. Foreign media estimate that the stock price has tripled at this time.

Despite the recent correction in TSMC's stock price, the stock is still up 33% in 2026 and is expected to rise for the fifth consecutive year.

In the first half of 2026, TSMC's stock price soared 57%. However, investors' concerns about the sustainability of artificial intelligence transactions have dragged down the performance of TSMC's stock price in the second half of the year, and it has fallen 15% so far. Despite the recent pullback, the stock is still up 33% in 2026, putting it on track for a fifth straight year of gains. Foreign media reported that TSMC's market value may rise from 2.2 trillion yuan to 6.5 trillion US dollars in the next four years, and the stock price is expected to nearly triple by then.

Foreign media Livemint reported that the artificial intelligence boom is expected to continue in the next few years, and the demand for advanced chips is expected to grow significantly, which may further promote the development of semiconductor companies. Most global chip manufacturers have benefited from the booming development of artificial intelligence, and their stock prices have climbed to record highs. TSMC is one of the leaders in this trend.

TSMC is the world's largest chip contract manufacturer, far ahead of other companies. It is uniquely positioned with its technology and expertise in making cutting-edge chips that are crucial for products such as Huida's GPUs and Apple's smartphones.

Analysis by foreign media The Motley Fool pointed out that the previously predicted 50% compound annual growth rate has been supported by strong growth in high-performance computing chip sales for many years. Looking to the future, expert analysis shows that TSMC's growth rate by 2030 may be more reasonable, with the growth rate expected to reach 35%. For reference, analysts expect TSMC's growth rate to reach 38% in 2027.

TSMC's profit margin has also reached 51% in recent quarters. As demand remains weak, profit margins may increase further, but in order to maintain a certain degree of conservatism, the forecast tentatively assumes profit margins of 50%.

If TSMC can grow revenue at a rate of 35% from now to 2030, its revenue will reach $518 billion. At a 50% profit margin, this would translate into approximately $259 billion in profits.

The current market valuation of TSMC's stock price is about 28 times its profits. Assuming its valuation drops to 25 times earnings by 2030 (still quite cheap compared to historical levels), TSMC's market capitalization could reach $6.5 trillion in the future.

Currently, TSMC’s market capitalization is as high as US$2.2 trillion. Based on this estimate, TSMC's stock price could nearly triple over the next four years, when a $5,000 investment would be worth about $15,000.

TSMC achieved record net profit for the sixth consecutive quarter. The company reported revenue of NT$1.49 trillion, higher than the previous forecast of NT$1.47 trillion. Net profit was 763.1 billion yuan, also exceeding analysts' expectations of 746.34 billion yuan.