大行评级丨美银：上调台积电目标价至330美元 重申“买入”评级

Core Viewpoint - Bank of America has raised its earnings per share forecast for TSMC for the fiscal years 2026 and 2027 by 8% and 9% respectively, primarily due to improved pricing outlook, reiterating a "Buy" rating and increasing the target price from $290 to $330 [1] Financial Projections - The bank expects TSMC's revenue for the fiscal year 2026 to grow by 24% year-on-year [1] - The revenue contribution from the 2nm process in 2026 is projected to reach 9% [1] Market Demand - There is potential for further upside if demand from smartphone and HPC (High-Performance Computing) customers is stronger than anticipated [1]