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According to a BOC International report, TSMC's sales in April reached 33% of the median revenue guidance for the second quarter, with expectations that Q2 performance will hit the upper limit of the guidance. This forecast is supported by growing demand for agent-based AI and inferential AI, as well as clients' advance preparations for capacity ramp-up. TSMC's long-term capital expenditure plans are even more aggressive, projected to reach US$70-80 billion from 2027 to 2028, with a focus on expanding capacity for N2 and A16 nodes. N2 revenue is expected to surpass N3 by mid-2027. BOC International has raised its 2027 EPS forecast for TSMC by 7% to NT$126.92, lifted the target price to NT$3,050 (approximately US$560), and reiterated a 'Buy' rating, viewing the stock price correction triggered by Intel's foundry business progress as a good buying opportunity.
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