美銀：上調台積電美股目標價至 155 美元 料結構性先進節點的需求將更強勁

智通財經
2024.03.18 02:23
美銀證券發表報告，將台積電美股目標價上調至 155 美元，評級 “買入”，因預料受人工智能實力、運算能力及節能要求等支持下，結構性先進節點的需求將更加強勁。此外，英特爾近期確認將 Lunar/Arrow Lake CPU 模塊外包予台積電，該行認為對台積電的行業龍頭地位而言是好兆頭。美銀又預計，台積電處行業領先的 7nm 工藝以下的代工收入，於 2023 年至 2025 年的年均複合增長率將達 22%。
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