Core Viewpoint - Taiwan Semiconductor (TSMC) has shown significant growth in 2025, with a nearly 50% increase in stock value, and is expected to continue this upward trend into 2026 Group 1: Increasing Chip Demand - TSMC's major client, Nvidia, anticipates a substantial increase in global data center capital expenditures, projected to rise from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030, which would greatly benefit TSMC [4] - Emerging technologies such as autonomous driving, quantum computing, and humanoid robots require advanced chips, which are likely to be sourced from TSMC, indicating a strong demand for their products [5] Group 2: Investment in U.S. Facilities - TSMC is expanding its operations internationally, including significant investments in U.S. facilities, which is seen as a positive move despite concerns over U.S. tariff policies [6] - The company has invested $165 billion in new chip facilities in the U.S., with existing capacity reportedly sold out through 2027, highlighting the strong demand for U.S.-produced chips [8]
3 Reasons You'll Regret Not Buying Taiwan Semiconductor Stock Before 2025 Is Over