台积电：2030 年营收有望达 3000 亿美元

Ac t i o n | 09 Jan 2026 04:15:15 ET │ 17 pages TSMC (2330.TW) Reaching US$300bn in Revenue by 2030E CITI'S TAKE With strong demand for advanced node from AI datacenter and edge AI, we expect TSMC to guide for 20-25% revenue growth in 2026. Yet, we believe there is a strong chance that it could deliver stronger numbers eventually. With its previously guided +20% revenue 5-year CAGR, we expect TSMC's revenue to reach US$300bn in 2030E. We reiterate our Buy on TSMC with a higher target price of NT$2,450. We a ...