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TSMC reported third-quarter revenue of $46.7 billion, up 16.2% sequentially and above the high end of its guidance as AI chip demand grows.ASML raised the lower end of its 2026 sales outlook after strong third-quarter results, as accelerating AI investment pushed customers to expand equipment plans.
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TSMC is positioned for strong growth through 2030, with analysts expecting 46% revenue growth and 66% EPS growth in 2026, followed by 32% and 31% CAGRs respectively through 2028. The article projects a $1,000 investment could grow to over $3,000 by late 2030 if the company meets expectations and trades at 20x forward earnings, driven by AI and cloud infrastructure demand. However, risks include Taiwan-China tensions, costly overseas expansion, and potential AI spending slowdowns.
Barclays analyst Simon Coles maintains Taiwan Semiconductor (NYSE:TSM) with a Overweight and raises the price target from $665 to $670.