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Citi analysts stated that TSMC may further raise its revenue growth forecast for 2026 during its upcoming earnings call, primarily due to sustained robust demand for cutting-edge chips and improved long-term visibility. TSMC is scheduled to announce its second-quarter results in mid-July. Analysts pointed out that TSMC's greatest strength lies in its production capacity scale, which will continue to support stable wafer pricing, customer loyalty, and gross margin stability despite intensifying competition in the foundry market. Citi also believes that regardless of how the customer mix evolves, TSMC will be a primary beneficiary of the growing demand for AI semiconductors, prompting the firm to raise its target price for TSMC from NT$2,875 to NT$3,800.
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