美银证券预期台积电今年次季销售将按季增长7%至9%，受强劲高效能运算(HPC)订单积压带动；毛利率应录得温和按季扩张，由首季指引的63%至65%水平，提升至约66%。该行指台积电正逐步达成全年销售按年增长30%的目标，料下半年销售较上半年增长16%。另外，在稳健的HPC需求下，该行预期台积电今年资本开支将达500亿美元中段水平，并预期2027及2028年将增长至630亿及770亿美元，以支持其先进设备采购及前后端制程的无尘室扩建。 至于近期的中东冲突及马斯克的Terafab计划，该行认为对台积电的营运及竞争优势影响有限。该行维持对其“买入”评级，美股目标价由470美元升至500美元，并认为当前估值相当于2027年预测市盈率15倍，并不昂贵。
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