TSMC stock hits record high as AI chip demand lifts Taiwan market

Key Summary

TSMC's shares reached a new all-time high of NT$2,575, a 3% gain, on October 5, 2026, lifting its market capitalization to approximately US$2.5 trillion. The Taiwan Weighted Index also posted a record close at 49,712.04, with trading volume topping NT$1.15 trillion. The rally was driven by a rebound in US technology stocks and continued demand for AI chips. TSMC's August sales jumped 53% compared to the same period last year, and its full-year revenue growth is projected at slightly above 40%. The company is spending heavily, with capital expenditure guidance between US$60 billion and US$64 billion.