According to the article, TSMC has been the largest holding in billionaire Philippe Laffont's hedge fund, Coatue Management, throughout 2026, accounting for nearly 9% of the fund's publicly traded U.S. equities. TSMC is the world's largest third-party semiconductor manufacturer, with an estimated 73% market share at the end of the second quarter, and the company plans to keep raising prices through 2029 as it ramps up its newest generation of production. Management previously forecast 25% compound annual revenue growth from 2024 to 2029, while revenue grew above 35% in the first half of 2026. Based on 25% earnings growth through 2030 and a typical price-to-earnings multiple of 20-25 times, the article estimates a total return of 52%-90%, meaning $10,000 invested today could be worth $15,200-$19,000 by 2030.
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