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UBS Raises Target Valuation for TSMC, Optimistic About Capacity Expansion and Price Increase Expectations Over the Next Three Years
3 hour ago /
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Author：小编
UBS has raised its target price for TSMC to NT$3,400, maintaining a 'Buy' rating and increasing its sales growth forecast for 2026. UBS believes that TSMC's performance growth will be sustainable in the medium to long term, and anticipates that product price increases may be initiated in early 2027 to boost profitability. UBS predicts that from 2026 to 2028, TSMC will continue to increase its capital expenditures and implement multiple rounds of capacity expansion plans to alleviate chip supply shortages and address the issue of client supply chain concentration. Currently, growing market demand for CPUs, AI accelerators, and edge intelligence applications is the primary driver for the expansion.
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