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美银:台积电(TSM.US)先进技术与制造持续发力 维持“买入”评级
TSMCTSMC(US:TSM) 智通财经网·2025-04-28 13:45

Group 1 - TSMC maintains a "buy" rating from Bank of America with a target price of $220 following its 2025 technology seminar in North America [1] - Analysts led by Brad Lin emphasize TSMC's commitment to technological leadership and manufacturing excellence, providing a reliable technology roadmap for clients in AI, HPC, automotive, and IoT applications [1] - The company is laying the groundwork to support a significant increase in semiconductor demand, projected to exceed $1 trillion by 2030 [1] Group 2 - TSMC's AI data center development momentum is expected to remain strong through 2025, driving advancements in cutting-edge nodes and packaging [1] - The automotive sector is experiencing short-term weakness but is anticipated to continue structural growth as semiconductor capacity increases, with upgrades to N5A and N3A platforms [1] - TSMC identifies humanoid robots, 6G, and WiFi 8 as long-term development trends, with projected value creation of $250 billion for U.S. companies in 2024, doubling to over $500 billion by 2030 [2]