TSM Stock Price Prediction: Where Taiwan Semiconductor Manufacturing Could Be by 2025, 2026, 2030

Core Business and Market Position - TSMC's core business in fabricating advanced AI chips is benefiting from rising global demand driven by Big Tech and government spending [1][5] - The company holds a dominant position in the AI hardware ecosystem, with major clients like Nvidia and AMD relying on TSMC for chip production [5] Financial Performance and Stock Valuation - TSMC shares are trading around $278, reflecting a 38% increase year-to-date and a 45% gain over the past year [2] - The trailing P/E ratio of 29.02 is lower than competitors like Nvidia and AMD, attracting valuation-sensitive investors [2] - Analysts project TSMC's stock could reach $647 by 2030, prompting investors to consider building positions in the company [6] Analyst Sentiment and Price Targets - TSMC has a consensus Hold rating with an average price target of $328.75, indicating a potential upside of 29% from current levels [7] - Recent ratings suggest a near-term average target of $358.33, with the most optimistic target at $400 and the lowest at $200 [7] Long-term Predictions - Forecasts indicate a bullish prediction of $646.8 and an average prediction of $549.07 for 2030, reflecting strong long-term growth potential [8][18] - The company is expected to benefit from increasing AI infrastructure investment, although geopolitical risks remain a concern [18] Risks and Challenges - Geopolitical tensions involving the U.S., China, and Taiwan pose significant risks that could impact TSMC's revenue and supply chain operations [5][11] - A slowdown in AI spending or increased competition could negatively affect TSMC's demand and financial performance [11][19]