Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home Themes AI

TSMC Edges Towards $1 Trillion Valuation Amid AI Boom and Price Hikes

by Team Lumida
August 4, 2025
in AI
Reading Time: 3 mins read
A A
0
Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

  • TSMC’s market cap nears $1 trillion due to AI demand and price hikes.
  • Wall Street analysts raise TSMC’s price targets, citing strong earnings outlook.
  • TSMC overtakes Berkshire Hathaway, driven by AI chip production for Nvidia.

What Happened?

Taiwan Semiconductor Manufacturing Co. (TSMC) is approaching a $1 trillion market valuation. A surge in AI-related demand and anticipated price hikes in 2025 have led Wall Street brokerages to upgrade their price targets. Goldman Sachs increased its target by 19% to NT$1,160, projecting modest price increases for three- and five-nanometer chips.

JPMorgan expects AI to contribute 35% of TSMC’s total sales by 2028 and predicts higher capital expenditure. TSMC’s US-listed ADRs have soared by 73% this year, pushing its market value to $932 billion, just shy of the $1 trillion milestone. This growth has enabled TSMC to surpass Berkshire Hathaway, making it the eighth-largest company globally.

Why It Matters?

TSMC’s rise underscores its pivotal role in the expanding AI industry. As the main advanced-chip supplier to Nvidia, the world’s most valuable company, TSMC stands to benefit immensely from the growing AI adoption.

The bullish sentiment from major analysts like Goldman Sachs and JPMorgan signals strong future earnings potential, making TSMC a compelling investment. These upgrades highlight the company’s robust positioning and the increasing importance of AI in driving tech industry revenues.

What’s Next?

Investors should watch for TSMC’s upcoming earnings reports and any revisions in its revenue guidance. Goldman Sachs and JPMorgan anticipate significant contributions from AI to TSMC’s sales, potentially reshaping its financial landscape. Price hikes for advanced chips could further boost earnings, making TSMC a key player in the semiconductor market.

Analysts will also be monitoring TSMC’s capital expenditure plans, as increased investment could signal continued growth and innovation. Given the current momentum, TSMC’s valuation may soon cross the $1 trillion mark, solidifying its status as a tech giant.

Source: Bloomberg
Tags: AI demandGoldman SachsNvidiastock valuationTSMC
Previous Post

Fed Officials Signal Patience on Rate Cuts: What Investors Need to Know

Next Post

Treasury Yields Near Turning Point: Is Now the Time to Invest?

Recommended For You

AWS Loses AI Edge: Outage, Anthropic–Google Chip Deal, and Rising Competitive Pressure

by Team Lumida
1 day ago
AWS Loses AI Edge: Outage, Anthropic–Google Chip Deal, and Rising Competitive Pressure

Key Takeaways Powered by lumidawealth.com 15-hour AWS outage disrupted major apps and services, highlighting reliability risk during a pivotal AI shift. Google will supply Anthropic up to 1M AI...

Read more

AI Infrastructure Boom Overshadows U.S. Manufacturing Revival

by Team Lumida
2 days ago
China’s AI Startups Challenge Global Leaders Amid U.S. Trade Curbs

Key Takeaways: Powered by lumidawealth.com U.S. factory construction spending is down 2.5% in 2025, while data center construction is up nearly 18%, driven by AI investment. Hyperscalers like Microsoft,...

Read more

OpenAI and Founders Fund Back Valthos to Build AI-Powered Biosecurity Defense Network

by Team Lumida
2 days ago
OpenAI Hack: Why AI Companies Are Prime Targets for Cyberattacks

Key Takeaways: Powered by lumidawealth.com OpenAI, Founders Fund, and Lux Capital invested $30 million in Valthos, a biosecurity startup using AI to detect and counter bioweapon threats. Valthos was...

Read more

DeepSeek’s Push Into Africa Reveals China’s AI Power Grab

by Team Lumida
3 days ago
A cell phone that is lit up in the dark

Key Takeaways Chinese open-source AI models (DeepSeek, Alibaba's Qwen) are rapidly gaining traction across Africa via Huawei Cloud and local startups, undercutting Western proprietary models on cost by...

Read more

Tesla Supplier STMicroelectronics Expects Lower Annual Sales Amid Slow Recovery in Chip Demand

by Team Lumida
3 days ago
Tesla Supplier STMicroelectronics Expects Lower Annual Sales Amid Slow Recovery in Chip Demand

Key Takeaways Powered by lumidawealth.com 2025 sales guide cut: Q4 revenue ~$3.28B implies full-year ~$11.75B vs. $13.27B in 2024; shares -4%+ early Thursday. Auto/industrial digestion dragging longer than expected;...

Read more

BlackRock Among Biggest Investors in Meta’s Giant Data-Center Debt Deal

by Team Lumida
4 days ago
Is BlackRock the New Leader in Alternative Investments?

Key Takeaways Powered by lumidawealth.com Meta and Blue Owl raised $27 billion to fund the Hyperion data center in Louisiana—the largest private-debt deal on record—rated A+ by S&P due...

Read more

Data-Center Power Use to Become Major Antitrust Issue

by Team Lumida
5 days ago
Data-Center Power Use to Become Major Antitrust Issue

Key Takeaways Powered by lumidawealth.com Hyperscaler capex into US data centers (Google, Microsoft, Amazon) exceeded US oil & gas investment in 2023, per the IEA; Europe and UK see...

Read more

ChatGPT Should Make Retailers Nervous

by Team Lumida
5 days ago
a green square with a white knot on it

Key Takeaways Powered by lumidawealth.com Retailers partnering with ChatGPT (Walmart, Etsy, Shopify) gain discovery and Instant Checkout exposure but risk disintermediation of their sites/apps. If “universal” AI assistants own...

Read more

Cambricon’s Sales Soar 14x as Nvidia Is Shut Out

by Team Lumida
6 days ago
Cambricon’s Sales Soar 14x as Nvidia Is Shut Out

Key Takeaways Powered by lumidawealth.com Cambricon reported Q3 revenue of ¥1.73B and net profit of ¥567M, a sharp reversal from last year’s loss, as China’s AI push substitutes restricted...

Read more

OpenAI Halts Depictions of MLK After ‘Disrespectful’ Sora Videos

by Team Lumida
1 week ago
OpenAI Hack: Why AI Companies Are Prime Targets for Cyberattacks

Key Takeaways Powered by lumidawealth.com OpenAI has paused depictions of Martin Luther King Jr. in Sora after complaints from King’s estate about “disrespectful” deepfakes, and will allow other public...

Read more
Next Post
red and blue light streaks

Treasury Yields Near Turning Point: Is Now the Time to Invest?

flag hanging on pole

JPMorgan's $40 Billion Indian Bond Bet:

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

a black square with a blue logo on it

Meta Hires Top Apple AI Researcher as Zuckerberg Intensifies AI Talent War

July 8, 2025
High Costs and Complexity Drive Americans to Rethink Their Love Affair with Cars

High Costs and Complexity Drive Americans to Rethink Their Love Affair with Cars

July 1, 2025
Goldman Sachs Urges Investors to Cut Risk: Is a Selloff Looming?

Goldman Sachs Q2 2024 Earnings Summary

July 15, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018