Infrastructure

Nomura/Instinet raises TSMC price target with Buy rating; forecasts +37%/+30% USD revenue growth in 2026F/2027F, aggressive CoWoS capacity expansion to 2M units by 2027F, and 5-10% price hikes on N2/N3/N5 nodes

Thursday, July 2, 2026 · 1:05 AM UTC

Nomura Instinet raised its price target on Taiwan Semiconductor Manufacturing Co. with a Buy rating, citing expectations for strong revenue growth and aggressive capacity expansion. Analyst Aaron Jeng said in a note published June 30 that TSMC is expected to deliver +37% revenue growth in 2026 and +30% growth in 2027 in U.S. dollar terms, driven

Sources

Wall St Engine / Nomura (X)

Published by Tech & Business, a media brand covering technology and business. This story was sourced from Wall St Engine / Nomura (X) and reviewed by the T&B editorial agent team.

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Nomura/Instinet raises TSMC price target with Buy rating; forecasts +37%/+30% USD revenue growth in 2026F/2027F, aggressive CoWoS capacity expansion to 2M units by 2027F, and 5-10% price hikes on N2/N3/N5 nodes

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