The chipmaker recently delivered a record net profit for its sixth consecutive quarter, fueled by robust orders from major clients like Apple and Nvidia. TSMC posted latest quarterly net income of NT$763.1 billion on revenue of NT$1.49 trillion, outperforming consensus market estimates. To sustain this momentum, the company plans to increase capital expenditures significantly from 2026 through 2028 and is weighing potential manufacturing investments in Texas.
Key points
Achieving a 35 percent annual growth rate and 50 percent margins could drive the company'…: Achieving a 35 percent annual growth rate and 50 percent margins could drive the company's valuation to $6.5 trillion by 2030.
Planned capital expenditures between 2026 and 2028 are expected to significantly outpace…: Planned capital expenditures between 2026 and 2028 are expected to significantly outpace the foundry's spending across the previous three years.
Despite experiencing a 15 percent drop during the second half of 2026, the company's stoc…: Despite experiencing a 15 percent drop during the second half of 2026, the company's stock is headed toward a fifth consecutive year of gains.
Sources checked by our analysis pipeline: 1
Global chipmakers have largely benefited from the growing artificial intelligence boom, with their stocks climbing to record levels. One of the frontrunners in this trend has been Taiwan Semiconductor Manufacturing Company (TSMC).
In the first half of 2026, the stock surged 57%. However, investor concerns over the sustainability of the AI trade have weighed on its performance in the second half, dragging it down 15% so far. Despite the recent correction, the stock remains up 33% in 2026 and is on track to post its fifth consecutive year of gains.
With the AI boom expected to continue in the coming years, demand for advanced chips is projected to surge, potentially supporting further growth for semiconductor companies.
Investors are now assessing the outlook for TSMC, the world's largest contract chipmaker by a wide margin. The company is also uniquely positioned, given its technology and expertise in manufacturing the cutting-edge chips required to power products such as Nvidia's GPUs and Apple's smartphones.
According to news agency Motley Fool, management's earlier long-term forecast of 50% compound annual growth has been supported by several…
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