TSMC(US:TSM) 智通财经网·2026-01-09 08:13Group 1 - Goldman Sachs raised TSMC's target price from NT$1,720 to NT$2,330 while maintaining a "strong buy" rating, reflecting confidence in the company's growth prospects driven by AI demand [1] - TSMC's earnings forecasts for 2026 and 2027 have been increased by up to 15%, with expected revenue growth of 30% in 2026 and 28% in 2027, surpassing previous estimates of 22% [1] - The company plans to invest over $150 billion in capital expenditures from 2026 to 2028 to meet the surging demand for AI chips, including $54 billion in 2027 for new fabs [1] Group 2 - TSMC's CoWoS shipment forecasts for 2026 and 2027 have been raised to 1.185 million and 2.195 million wafers, respectively, indicating stronger market demand related to AI [2] - December revenue reached NT$335 billion, a year-on-year increase of 20.4%, with Q4 total revenue of NT$1.04608 trillion, significantly higher than the previous year's NT$868.46 billion [2] - The company's annual revenue surged by 31.6% due to strong demand for NVIDIA AI chips and the iPhone 17, alleviating concerns about an "AI infrastructure bubble" [2]