The artificial intelligence (AI) boom is infusing robust growth momentum into Taiwan Semiconductor Manufacturing Company (TSMC). Keithen Drury, a seasoned analyst at the U.S. investment advisory firm The Motley Fool, forecasts that while Apple presently commands a market value of $4 trillion and TSMC hovers around $1.4 trillion, TSMC has the potential to surpass Apple in market value as early as 2030, contingent on the continued explosive demand for AI. This assessment is grounded in TSMC's pivotal role in the AI chip foundry sector—high-performance computing chips from tech behemoths such as NVIDIA and Broadcom hinge on its cutting-edge processes. TSMC's next-generation process technology can slash power consumption by 25%–30% while maintaining the same computing speed, substantially bolstering the premium capabilities of its products.

According to TSMC's financial report for the third quarter of 2025, its quarterly revenue soared to $33.1 billion, marking a 41% year-over-year increase, with the AI-related high-performance computing (HPC) business contributing 57% of the total. Advanced process orders for 3nm and 5nm technologies have already been fully booked through 2026. Simultaneously, the company has elevated its capital expenditure for 2025 to the range of $40–42 billion, fully ramping up its AI chip production capacity. Analysts point out that as global data center capital expenditures are anticipated to skyrocket from $600 billion in 2025 to $3–4 trillion by 2030, TSMC, as the "cornerstone supplier" of AI computing infrastructure, stands to gain long-term benefits from the industry's explosive expansion.