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Morgan Stanley Raises TSMC's Target Price
3 day ago /
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Author：小编
Morgan Stanley analysts have raised TSMC's target stock price by 12% to NT$2,888, citing improved revenue and pricing prospects for the company. The bank expects TSMC to raise its revenue and capital expenditure forecasts for the year during its next earnings call. Affected by strong AI capital expenditures and growing chip demand, TSMC's revenue forecast for 2026 may be revised upward to approximately 40% year-on-year growth, with capital expenditures increasing to US$56 billion, reaching the high end of its previous forecast range. Given TSMC's capacity scale, priority in EUV lithography technology supply, and leading edge in process nodes, the foundry competition between Samsung and Intel is expected to have limited impact on TSMC.
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