Tsm stock forecast 2025 with the 2nm roadmap on track

With the 2nm roadmap on track, TSMC’s 2025 production capacity could lift wafer shipments by 8%, justifying stock price targets in the high $170s under bullish market conditions. A "normal" or "fair" PE ratio for any company is shaped by how quickly it is expected to grow and how risky or stable its earnings stream appears. High growth typically supports a higher PE, while greater risk or slower growth tends to justify a lower multiple. To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. The 2025 outlook for TSM stock suggests revenue could exceed NT$3 trillion, with market share in advanced nodes above 60%, positioning TSMC as a key beneficiary of AI server CPU and GPU orders. Current forward P/E estimates hover around 20–22x.