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Have you seen Elon Musk's big prediction for 2025?
If you own any tech stocks like Apple, Nvidia, Microsoft, or Amazon... you need to see this immediately.
If he's right, the entire market could be turned upside down.
Stocks that were on top could drop.
And a new crop of stocks could rise very quickly.
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P.S. When President Trump learned about this, he had one simple reaction.
"I'm shocked," he said.
See what shocked him right here.
Intel's New Buyers Mean Good News for Taiwan Semiconductor Stock
Written by Gabriel Osorio-Mazilli. Published 8/22/2025.
Key Points
- Taiwan Semiconductor may benefit substantially from the new stakes being bought in Intel stock, as wafer equipment demand is set to go higher.
- Wall Street analysts are raising their targets for the company ahead of any financial impact.
- United States Congress members have also bought the stock, knowing how well-positioned it is in this race.
News is emerging in the U.S. technology sector in an unconventional way. The U.S. government and other investors are acquiring significant stakes in a company positioned to advance the nation's chipmaking onshoring agenda.
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These purchases in Intel Corp. (NASDAQ: INTC) signal renewed upside and growth potential. Beyond Intel, investors should consider ancillary plays—suppliers of raw materials and equipment essential to semiconductor manufacturing.
One such play is Taiwan Semiconductor Manufacturing (NYSE: TSM). As the leading producer of wafers and provider of manufacturing equipment to major U.S. and Asian clients, TSMC is poised to capitalize on these developments and could see new highs for good reason.
A Shift in Manufacturing Strategy
Historically, Intel managed its own fabrication, unlike many peers who leaned on TSMC. But to pursue its 10-nanometer and 7-nanometer processes (Intel 7 and Intel 4), Intel began outsourcing production to TSMC.
This partnership helped Intel remain competitive while it rebuilds internal foundry services—a process that will take years. The latest stake purchases suggest an imminent production ramp-up and robust future demand.
While much attention will be on Intel's share price, forward-looking investors will eye TSMC to access supply-chain growth via a more advanced, diversified firm with a stable customer base and reliable order flow.
This positioning and stable cash flow have propelled TSMC past a $1 trillion market cap, underscoring its potential for ongoing valuation gains.
Wall Street's View on TSMC
In the past quarter, TSMC stock outperformed the S&P 500 with over 20% returns, fueling bets it will break out to new 52-week highs.
Supporting this momentum, institutions contributed roughly $8.6 billion in net purchases this quarter—a vote of confidence from the "smart money" anticipating further gains.
Beyond technical strength, TSMC's fundamentals remain robust. It reported $2.47 in EPS last quarter, surpassing estimates of $2.13.
Consistent EPS beats often drive share prices higher. Continued forecast outperformance may accelerate as more chipmakers expand in the U.S., aligning with TSMC's efforts to onshore its operations.
These factors prompted Wall Street analysts to maintain a bullish outlook. The consensus is a Buy rating with a $258.30 price target—implying 11% upside—while some firms see even further gains.
For example, Needham & Co. analyst Charles Shi reaffirmed his Buy rating in July 2025, raising his target to $270 per share. That suggests a potential 16.5% upside and may trigger fresh institutional inflows once a new 52-week high is reached.
Additionally, U.S. lawmakers are placing their bets on TSMC. Who better understands the legislative impact on chipmaking than members of Congress?
Congressman Cleo Fields bought up to $500,000 worth of TSMC stock across two transactions in June and July 2025, offering investors another pillar of conviction when developing their own thesis on Taiwan Semiconductor.
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