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<Research>G Sachs Raises 2025-2027 Earnings Forecasts for TSMC (TSMC.US) by 2-6%, Keeps Rating at Conviction List Buy
Goldman Sachs raised its 2025-2027 earnings forecasts for TSMC (TSMC.US) by 2-6%, based on increased revenue forecasts for 3nm and 5nm wafers, partly due to eased concerns over fur...
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<Research>G Sachs Raises 2025-2027 Earnings Forecasts for TSMC (TSMC.US) by 2-6%, Keeps Rating at Conviction List Buy
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Goldman Sachs raised its 2025-2027 earnings forecasts for TSMC (TSMC.US) by 2-6%, based on increased revenue forecasts for 3nm and 5nm wafers, partly due to eased concerns over further AI order cuts, and higher CoWoS chip packaging demand forecasts, driven by higher customer adoption rates.

The broker believed that the likelihood of further significant AI order cuts in the short term decreased, benefiting from the improvement in the upstream & downstream supply chain imbalance.

Related NewsGDP Growth Rate QoQ Final for Q1 in United States is -0.5%, lower than the previous value of 2.4%. The forecast was -0.2%.
For CoWoS, Goldman Sachs predicted that demand will continue to grow, driven by the expansion of chip design applications in non-AI segments such as smartphone, server and networking, which will support more sustained and diversified demand growth for CoWoS in the future.

Therefore, the broker kept rating at Conviction List Buy on TSMC, with target prices for the company's ADR/ Taiwan stock at US$242/ TWD1,210, respectively.
(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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