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TSMC Stock Soars on AI Demand, Record Revenues

9/23/2025

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Summary

Story summary

TSMC stock hit an all-time high of NTD 1,340, driven by revenue strength and AI chip demand.
August revenue rose 34% year-over-year to NT$336 billion, beating market expectations.
Analysts project 33% revenue growth for 2025, supported by Nvidia and OpenAI partnerships.
Institutional investors are increasing backing for TSMC, reflecting Nvidia's US$100 billion AI investment and the company's advanced manufacturing capabilities.

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Story summary

TSMC stock hit an all-time high of NTD 1,340, driven by revenue strength and AI chip demand.
August revenue rose 34% year-over-year to NT$336 billion, beating market expectations.
Analysts project 33% revenue growth for 2025, supported by Nvidia and OpenAI partnerships.
Institutional investors are increasing backing for TSMC, reflecting Nvidia's US$100 billion AI investment and the company's advanced manufacturing capabilities.