According to a Morgan Stanley analyst report, TSMC’s capital expenditures between 2026 and 2028 could reach $200 billion, with factory utilization potentially exceeding 100%. Morgan Stanley has raised its revenue growth forecast for TSMC in 2026 to 36% in USD terms and expects its gross margin for the second quarter to remain around 66%. The target price has been increased from NT$2,288 to NT$2,588, with the rating maintained at “Overweight”.Source:Show originalDisclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.
