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Bank of America: Taiwan Semiconductor (TSM.US) advanced technology and manufacturing continue to gain momentum, maintaining a 'Buy' rating.
Bank of America Securities maintains a "Buy" rating on Taiwan Semiconductor and reiterates a Target Price of $220.
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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
TSMC's Stock Soars Amid Strategic Moves
Intel Sinks 7%+ as Tariffs Pulled in Demand, Padding Earnings, Layoffs Can't Fix Issues
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