深潮TechFlow|Oct 09, 2026 03:37
[Bernstein: AI Demand Continues to Grow, Optimistic About TSMC's Revenue Outlook]
DeepTech TechFlow reports that on October 9, Bernstein stated that the continuous growth in artificial intelligence demand and the resilience of high-end smartphone demand could further drive TSMC's (TSM.N) revenue growth. Bernstein analysts pointed out that based on monthly revenue data, TSMC's third-quarter revenue reached NT$1.49 trillion, 3% higher than the market's general expectations. The firm predicts that TSMC's revenue, measured in USD, will grow by 41% this year. Analysts noted that TSMC will release its full third-quarter financial report on Thursday, with investors focusing on its 2nm process capacity expansion, potential further expansion in the U.S., and its outlook for 2027. Bernstein believes there is upside potential to its previous forecast of 30% annual revenue growth for TSMC in 2027 and 2028. (Jin10)
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