The balance of power in the technology world is rapidly shifting, and the AI ​​revolution is creating new leaders. Thanks to its future-oriented investments, the Taiwanese semiconductor giant TSMC has risen to a very competitive position in terms of market value. According to prominent analysts, the company has the potential to surpass even its largest customer, Apple, in the coming years.

Why is TSMC’s market value rising?

According to reports shared by analyst Keithen Drury, Apple, despite being a leader in consumer electronics, faces several challenges. The tech giant’s revenue growth has been weak recently, with double-digit growth recorded in only one quarter since mid-2022. Despite this, TSMC is considered the heart of semiconductor manufacturing. Nearly every company seeking to gain a competitive edge in the AI ​​race is turning to the Taiwanese manufacturer.

To meet growing demand, the company is building three new 2nm facilities in-house. According to reports, its 3nm production capacity is expected to be nearly full by 2026. It is also estimated that the manufacturer will reach a record production volume of 160,000 wafers per month by the end of 2025. The capacity of two 2nm facilities in Taiwan has already been allocated to customers.

TSMC is planning not only for the present but also for the future. The company is preparing to make a massive $49 billion investment in 1.4nm wafer production. Currently, Apple is at the top of the list with a valuation of $4 trillion, while TSMC is around $1.4 trillion. However, analysts predict that if the boom in the data center and AI markets continues, TSMC could become the world’s most valuable company by 2030.

So, what are your thoughts on TSMC? Share your thoughts with us in the comments!