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The Zhitong Finance App learned that Deutsche Bank pointed out in an October 20 research report that what is really worth remembering about TSM.US's financial report is not the numbers, but the Wei Zhe family's statement at the legal conference — “We have no intention of handing over the benefits; we want to take over all possible businesses.” Deutsche Bank's interpretation is straightforward: TSMC wants to enjoy this feast exclusively, leaving only a few breadcrumbs for Samsung and Intel. This statement, in its opinion, points to the same conclusion — in 2027 and 2028, TSMC's capital expenditure will rise again. Deutsche Bank maintains TSMC's “buy” rating, with a target price of NT$3,000.
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The Zhitong Finance App learned that Deutsche Bank pointed out in a research report on October 20 that what is really worth remembering about TSM.US's financial report is not the numbers, but the Wei Zhe family's statement at the law conference — “We have no intention of handing over the benefits; we want to take over all possible businesses.” Deutsche Bank's interpretation is straightforward: TSMC wants to enjoy this feast exclusively, leaving only a few breadcrumbs for Samsung and Intel. This statement, in its opinion, points to the same conclusion — in 2027 and 2028, TSMC's capital expenditure will rise again. Deutsche Bank maintains TSMC's “buy” rating, with a target price of NT$3,000.
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