---
title: "According to \"The Big Bank,\" Bank of America Securities raised the target price for Taiwan Semiconductor to NT$2,150 with a rating of \"Buy.\""
description: "Bank of America Securities raised the target price for Taiwan Semiconductor to NT$2,150, maintaining a \"Buy\" rating. It is expected that Taiwan Semiconductor's sales will grow by 27% and 22% in 2026 a"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/272210435.md"
published_at: "2026-01-12T02:37:36.000Z"
---

# According to "The Big Bank," Bank of America Securities raised the target price for Taiwan Semiconductor to NT$2,150 with a rating of "Buy."

> Bank of America Securities raised the target price for Taiwan Semiconductor to NT$2,150, maintaining a "Buy" rating. It is expected that Taiwan Semiconductor's sales will grow by 27% and 22% in 2026 and 2027, respectively, benefiting from a compound annual growth rate of 43% in the foundry market driven by AI applications. Earnings per share forecasts have also been revised upward, projected to be NT$65.41, NT$86.37, and NT$107.38 for 2025 to 2027, respectively. Sales are expected to grow by 1% in the first quarter of 2026

Bank of America Securities released a report, expecting that Taiwan Semiconductor (TSM.US) will see sales growth of 27% and 22% year-on-year in 2026 and 2027, respectively, primarily benefiting from the strong support of a compound annual growth rate of 43% in the AI application foundry market.

The firm reiterated its "Buy" rating on Taiwan Semiconductor and raised its target price for Taiwan stocks (2330.TW) from NT$1,960 to NT$2,150, with earnings per share forecasts for 2025, 2026, and 2027 set at NT$65.41, NT$86.37, and NT$107.38, respectively. The firm has revised its earnings per share forecasts for 2026 and 2027 upward by 6% and 12%, reflecting better pricing power.

After a significant upward revision of last year's fourth-quarter sales to a quarter-on-quarter growth of 6% compared to previous guidance, the firm expects sales in the first quarter of 2026 to further increase by 1%, benefiting from strong momentum in high-performance computing (HPC) and the deferred contribution from wafer shipments delayed by previous earthquakes

### Related Stocks

- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)
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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.