Stock Pulse
TSMC is projected for significant growth over the next five years, potentially doubling its revenue and reaching a market cap of $1.94 trillion due to its dominant market share in the expanding semiconductor market and its advanced 2nm chip technology [1]. This growth is further fueled by increasing demand for AI chips [8], [9] and expansion into advanced packaging [1]. While geopolitical risks like US-China tensions and potential conflict with Taiwan remain a concern [10], TSMC benefits from tariff exemptions on computer chips [7] and significant investments in US manufacturing facilities [5]. Discussions of a potential partnership with Intel are underway, though the details and implications are still unclear [2]. Strong March 2025 revenue, up 46.5% year-over-year [12], and insider stock purchases [11] further reinforce a positive outlook, while potential competitive threats from a revitalized Intel loom [3].