Core Viewpoint - TSMC's stock price rose over 2%, reaching a record high, driven by better-than-expected capital expenditure and sales outlook, with Goldman Sachs raising its target price from NT$2,330 to NT$2,600, indicating that a gross margin of over 60% may become the new norm even in a high-cost environment [1] Group 1: Financial Performance - TSMC's stock increased by 2.1% to NT$1,725 [1] - The company's capital expenditure guidance for this year is set at US$52 billion to US$56 billion, exceeding market expectations [1] Group 2: Market Dynamics - TSMC's management indicated that the AI-driven supply-demand imbalance remains unresolved, with advanced process capacity still limited, reinforcing the view that the supply-demand gap may persist until 2027 [1] Group 3: Growth Drivers - Advanced packaging is evolving into another growth engine for TSMC, with CoWoS revenue expected to grow by 102.5% and 81.2% in 2026 and 2027 respectively, increasing its share of total revenue to 11.7% and 16.7% [1]
台积电股价再冲高 高盛上调目标价至2600元台币
Xin Lang Cai Jing·2026-01-16 02:41