The dual benefits of the AI boom and tariff exemptions have led TSMC to lead the Taiwanese stock market soaring close to new highs

Driven by the positive outlook of the artificial intelligence industry and the U.S. exemption of certain tariffs for major chip manufacturers, the Taiwan stock market is approaching historical highs. TSMC's stock price has risen, pushing the Taiwan Weighted Index up by about 40%. Goldman Sachs analysts indicate that with the tariff issue largely resolved, TSMC's stock price is expected to rise significantly. TSMC has raised its revenue growth forecast for 2025 and expects third-quarter revenue to reach between USD 31.8 billion and USD 33 billion. Despite facing exchange rate pressures, TSMC continues to maintain rapid growth, with cumulative revenue growth of 38% from January to July