On April 17, Morgan Stanley analysts stated in a report that TSMC's capital expenditure could reach $200 billion from 2026 to 2028. They noted that TSMC has been aggressively expanding its production capacity globally, with factory utilization rates potentially exceeding 100% in the coming years. Additionally, Morgan Stanley raised its revenue growth forecast for TSMC in 2026, measured in US dollars, to 36%. They pointed out that the chip manufacturer's gross margin has improved due to higher production efficiency, cost savings, and a better product mix, adding that TSMC's gross margin in the second quarter may remain around 66%. Despite maintaining an 'overweight' rating on TSMC, Morgan Stanley raised its target stock price from 2,288 New Taiwan dollars to 2,588 New Taiwan dollars.
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Morgan Stanley: TSMC's Capital Expenditure May Reach $200 Billion from 2026 to 2028
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