To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$6月22日，Argus的分析師Jim Kelleher發表研究報告，首次覆蓋臺積電(TSM.US)，給予“買入”評級和150美元的目標價。該分析師表示，該公司有一個 "積極的"五年資本開支計劃，並且該新興芯片供應商正成爲解決全球芯片供需問題的關鍵。Kelleher補充說，鑑於對傳統IT產品的需求加速，5G和雲數據中心等週期性驅動因素，以及人工智能、物聯網和自動駕駛等長期驅動因素，因此，他認爲臺積電會存在長期意料之外的增長。此外，臺積電會在2021下半年至2022年會優先確保汽車領域和 $Apple(AAPL)$iPhone 13的晶片供應充足。

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