On October 5, 2026, TSMC shares reached an all-time high, closing at NT$2,575 after hitting an intraday peak of NT$2,580. This 3% daily increase brought the company's market capitalization to approximately $2.5 trillion, or NT$66.9 trillion. The Taiwan Weighted Index also hit a record, closing at 49,712.04 points.
The rally was driven by a recovery in US technology stocks and sustained demand for AI-related hardware. TSMC projects its 2026 revenue growth to exceed 40% in US dollar terms. To support this expansion, the company has set its capital expenditure guidance for the year between $60 billion and $64 billion.
The company is currently in discussions with Elon Musk’s Terafab regarding a potential manufacturing facility in Texas, though no formal agreement has been signed. Investors are now awaiting the release of September sales figures on October 8, followed by the third-quarter earnings report scheduled for October 15.
