TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors
Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks. Stock Performance around 6 October 2025 TSMC’s shares rallied sharply in late September. On 2 October 2025, the Taipei‑listed stock set an intraday record of NT$1 ,370 and closed at NT$1 ,365 after a 3.29 % surge in U.S.‑listed shares taiwannews.com.tw. The gains lifted the company’s market