Multiple news sources indicate strong positive momentum for TSMC.

Multiple news sources indicate strong positive momentum for TSMC. Taiwan news outlet USTV reports that foreign brokerages have raised TSMC's target price to as high as 3500 NTD, with '3-letter code' consensus emerging (source 56). This aligns with Digitimes coverage detailing that TSMC's 2nm, CoWoS, and CoPoS technologies are broadly lifting Taiwan's equipment, materials, and packaging suppliers (source 33). Separately, TSMC is fast-tracking its CoPoS supply chain under a gag order, signaling aggressive expansion in advanced packaging (source 36). Furthermore, industry reports indicate that mature process foundry pricing is extending into 2027, benefiting TSMC's overall revenue mix (sources 44, 45). These developments, combined with high prediction market probabilities for TSMC reaching $1T market cap by year-end 2025 (source 20), underscore strong investor confidence. While Samsung's reported 1.4nm restart (source 64) poses a long-term competitive threat, the immediate outlook for TSMC is bullish, supported by analyst upgrades, technology leadership, and robust demand across nodes.