TSMC, the world's largest contract chipmaker, holds an estimated 73% share of the pure-play foundry market according to Counterpoint Research, and a $10,000 investment made five years ago is now worth over $38,000. Counterpoint says Foundry 2.0 revenue rose 25% year over year in Q2 to $96.6 billion, with TSMC's share at 42%, up from 38% at the end of 2025. Reuters reported in July that TSMC may raise prices by up to 10% in 2027, and EPS is projected to rise 34% next year and 27% in 2028. Assuming 40% annual EPS growth in 2029 and 2030 and a 19x earnings multiple, the stock could reach $1,110, a 153% gain, and a $10,000 investment could be worth more than $25,000 by 2030. The author argues further gains are still possible.
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