高盛发表研究报告指，台积电第三季毛利率表现优于预期，第四季指引并反映毛利率将持续增长。集团对AI的态度更加积极，其AI需求展望较3个月前更为强劲。虽然集团维持其AI收入长期年均复合增长率约45%的指引，但不排除未来有进一步上调指引的可能性。 基于台积电在先进制程与先进封装方面的领导地位，该行预期集团在AI基础设施市场的份额会越来越多，并认为集团的AI收入增长有可能超越AI基础设施整体市场规模的增长。至于CoWoS先进封装，集团表示正全力提升2026年的产能，以尝试收窄供需缺口。 该行将台积电2025至2027年的每股盈利预测上调5%至9%，并将台股目标价由1600元新台币上调至1720元新台币，维持“买入”评级。
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