TSM at $239.70 Eyes Breakout to $300
NYSE:TSM Expansion Strategy and Advanced Node Dominance
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has cemented its position as the most dominant force in semiconductor production, and the numbers reveal why. In the first half of 2025, the company reported revenue growth of 46% year-over-year, with advanced nodes below 7nm contributing nearly 69% of total revenue, up from just 9% in 2018. Its 3nm line alone expanded its share by 5% compared to last year, while legacy nodes shrank. Management has reaffirmed a 2025 capex target of $38–42 billion, with the bulk funneled toward scaling its 3nm and upcoming 2nm production. This aligns with the company’s roadmap that positions 2nm for mass production in the second half of 2025…
