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TSMC 이익 상승 모멘텀 지속될 전망, 외국계 씨티 목표가 4,000위안
한국어 번역·요약·분석
원문 제목: 台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元
원문 문장이 일치하지 않은 주장 1건은 근거 등록에서 제외했습니다.
핵심 요약
씨티글로벌증권은 최신 연구보고서에서 강력한 첨단 공정 및 AI 칩 수요를 낙관하며 TSMC의 이익 상승 모멘텀이 지속될 것으로 예상하고, 투자의견 '매수'를 재확인하며 목표가를 3,800위안에서 4,000위안으로 상향 조정했다. 씨티는 TSMC가 10월 15일 3분기 실적발표회를 열 예정이며, 실적이 다시 한번 상향된 재무 전망을 초과할 것으로 예상하고, 연간 매출은 전년 대비 46% 증가, 4분기 매출은 분기 대비 약 15% 증가할 것으로 전망했다. 2나노(N2) 초기 양산이 소폭 마진을 희석할 수 있으나 높은 가동률과 수율 향상에 힘입어 하반기 마진은 66~67%의 높은 수준을 유지할 것으로 예상된다. HPC, 에이전트형 AI, CPO 기술 진화에 힘입어 씨티는 TSMC의 2027년 매출이 전년 대비 40% 이상 성장하고, 2027년 AI 관련 매출은 거의 두 배로 성장할 것으로 전망했다. 주요 고객인 엔비디아, AMD, 브로드컴 모두 강력한 실적 전망을 제시했다. 장기 주문 수요를 충족하기 위해 TSMC의 향후 2년 자본지출은 각각 810억 달러와 900억 달러에 달할 것으로 예상된다. 첨단 패키징 측면에서 씨티는 TSMC의 2027년 CoWoS 생산능력이 전년 대비 45% 이상 증가하여 220만 웨이퍼에 달할 것으로 예상했다. 생산능력이 지속적으로 타이트하여 TSMC는 웨이퍼 레벨 패키징(WoS)을 패키징·테스트 업체에 아웃소싱하고, 인터포저를 세계선진 등 협력사에 위탁할 것이다. 해외 건설 측면에서 TSMC는 여전히 미국 애리조나주를 핵심으로 하여 장기적으로 30%의 첨단 공정 생산능력을 제공하는 것을 목표로 한다. 시장에서 전해지는 텍사스 협력설에 대해서는 씨티가 현재 향후 몇 년 투자 계획에 포함하지 않고 있다.
메모리 산업 영향 분석
이 문서는 TSMC의 첨단 공정·AI 칩 수요 호조와 씨티의 목표가 상향(3,800→4,000위안), 2026년 매출 전년 대비 46% 증가, 4분기 분기 대비 약 15% 증가, 하반기 마진 66~67%, 2027년 매출 40% 이상 성장, 2027년 AI 관련 매출 거의 두 배, 향후 2년 자본지출 각각 810억·900억 달러, 2027년 CoWoS 생산능력 전년 대비 45% 이상 증가하여 220만 웨이퍼, WoS 아웃소싱 및 인터포저 위탁, 미국 애리조나 30% 첨단 공정 생산능력 목표 등을 보도한다. 메모리 산업과의 직접 연결 근거는 원문에 명시되지 않았으나, TSMC의 첨단 공정·CoWoS 생산능력 확대는 AI 가속기(엔비디아, AMD, 브로드컴) 생산 증가로 이어져 HBM 수요에 간접적 영향을 줄 수 있다는 분석가 가설을 세울 수 있다. 다만 이는 원문에서 직접 확인되지 않은 추정이며, HBM 공급 배분·고객 인증·제품 믹스·투자 일정에 대한 구체적 영향은 미확인이다. 반대 근거로는 CoWoS 생산능력 확대가 HBM 수요 증가를 의미하지 않을 수 있으며, HBM 공급 과잉이나 가격 하락 가능성도 배제할 수 없다. 확인할 지표로는 TSMC의 CoWoS 실제 생산능력, HBM 공급사(SK하이닉스, 삼성전자, 마이크론)의 HBM 투자·양산 계획, AI 가속기 출하량 등이 있다. 이 원문만으로는 메모리 산업에 대한 직접적 영향이나 구체적 전략 선택을 판단하기 어렵다.
한국어 번역 읽기
수집된 원문 v1의 분석에 제공된 본문 기준 · 14951자
# TSMC 이익 상승 모멘텀 지속될 전망, 외국계 씨티 목표가 4,000위안
저자 [Atkinson](https://technews.tw/author/atkinson/ "由 Atkinson 發表") | 발행일 2026년 10월 08일 10:00 | 분류 [반도체](https://technews.tw/category/semiconductor/ "更多半導體分類文章") , [국제무역](https://technews.tw/category/%e5%9c%8b%e9%9a%9b%e8%b2%bf%e6%98%93/ "更多國際貿易分類文章") , [증권](https://technews.tw/category/finance/%e8%ad%89%e5%88%b8/ "更多證券分類文章") | [edit](https://finance.technews.tw/wp-admin/post.php?action=edit&post=1625768)[](https://social-plugins.line.me/lineit/share?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://feedly.com/i/subscription/feed%2Fhttp%3A%2F%2Ftechnews.tw%2Ftn-rss)[](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)
[See Translation](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
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[](https://img.technews.tw/wp-content/uploads/2024/05/10170507/654634352-800x533.jpg "台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元")
외국계 씨티글로벌증권은 최신 연구보고서에서 강력한 첨단 공정과 AI 칩 수요를 낙관하며 [TSMC](https://info.technews.tw/company/22099131-%E5%8F%B0%E7%81%A3%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%E8%A3%BD%E9%80%A0%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8?utm_source=technews&utm_medium=referral&utm_campaign=content)의 이익 상승 모멘텀이 지속될 것으로 예상하고, 따라서 TSMC에 대한 '매수' 투자등급을 재확인하며 목표가를 3,800위안에서 4,000위안으로 상향 조정했다.
보고서에 따르면 TSMC는 10월 15일 3분기 실적발표회를 개최할 예정이며, 씨티는 실적이 다시 한번 상향된 재무 전망을 초과할 것으로 예상하고, 연간 매출은 전년 대비 46% 증가, 4분기 매출은 분기 대비 약 15% 증가할 것으로 전망했다. 2나노(N2) 초기 양산이 소폭 마진을 희석할 수 있으나 높은 가동률과 수율 향상에 힘입어 하반기 마진은 66~67%의 높은 수준을 유지할 것으로 예상된다.
고성능 컴퓨팅(HPC), 에이전트형 AI(Agentic AI) 및 공동 패키징 광학(CPO) 기술 진화에 힘입어 씨티는 TSMC의 2027년 매출이 전년 대비 40% 이상 성장하고, 2027년 AI 관련 매출은 거의 두 배로 성장할 것으로 전망했다. 주요 고객인 엔비디아(Nvidia), AMD 및 브로드컴(Broadcom) 모두 강력한 실적 전망을 제시했다. 장기 주문 수요를 충족하기 위해 TSMC의 향후 2년 자본지출은 각각 810억 달러와 900억 달러에 달할 것으로 예상된다.
첨단 패키징 측면에서 씨티는 TSMC의 2027년 CoWoS 생산능력이 전년 대비 45% 이상 증가하여 220만 웨이퍼에 달할 것으로 예상했다. 생산능력이 지속적으로 타이트하여 TSMC는 웨이퍼 레벨 패키징(WoS)을 패키징·테스트 업체에 아웃소싱하고, 인터포저(Interposer)를 세계선진 등 협력사에 위탁할 것이다.
해외 건설 측면에서 TSMC는 여전히 미국 애리조나주를 핵심으로 하여 장기 목표로 30%의 첨단 공정 생산능력을 제공할 것이다. 시장에서 전해지는 텍사스 협력설에 대해서는 씨티가 현재 향후 몇 년 투자 계획에 포함하지 않고 있다.
(대표 이미지 출처: [TSMC](https://pr.tsmc.com/chinese/gallery-fabs-outside))
글을 다 읽고 도움이 되었다면, 우리에게 격려를 주시겠습니까
[커피 한 잔 사주기](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
## 우리에게 커피 몇 잔 사주시겠습니까?
### 커피 한 잔 65위안
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당신의 커피 후원은 우리가 계속 나아갈 수 있는 원동력입니다
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## 더 알고 싶은 것이 있습니까? TechNews Smart가 알려드립니다
[1. 2나노 양산이 TSMC 마진에 미치는 실질적 영향?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40281/)[2. AI와 CPO 기술이 TSMC의 장기 매출을 어떻게 견인하는가?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40282/)[3. 향후 2년의 높은 자본지출이 장비 공급망에 미치는 효과?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40283/)[4. CoWoS 아웃소싱 전략이 패키징·테스트 산업망에 미치는 연쇄 반응?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40284/)[5. 미국 공장 생산능력 비중 30% 달성이 지정학적 리스크에 미치는 영향?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40285/)
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(2026년 10월 7일)
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[메이플스토리 월드 아르테일 가을 콘텐츠 가득](https://a.popin.cc/popin_redirect/redirect?lp=https%3A%2F%2Ftw.c.appier.net%2Fxclk%3Fbidobjid%3DacCGbwl9AmC7R-PXkHLLag%26cid%3DUT1gSoEXQL-tBE-pl1JEBQ%26crid%3DuDF4R-15QqOm1ToCIbh1Gw%26crpid%3DlAYAc88yQiKnAq2LDXTBRA%26soid%3DWYaH%26partner_id%3D0ZbOxc8zecjd%26bx%3DCylxwnu_oPIRKq6mo0oyordR70fyorf-uY79uqa13Yg9w8zq3nzR387aUYiDZyzRJyu-uYgWJ4u_74x1wHTRuqayK4lfJ4u_o1x1UDo121l-c8zsC4lO%26ui%3DCDR%26consent%3D1%26ddhh%3DorGWo6%26popintoken%3D61594945ef88b9a8fbb3%26ad_click_time%3D1791718033597%26rdt%3D1&data=eyJjIjoiMC4wIiwidHoiOiJ0dyIsInByaWNlIjoiMC4wMzU0ODYwMzIxMDQ0OTIxODYiLCJuaWQiOiI2NjFlNjUzNTMyNGVkMTcyYjA4YjQ1NjgiLCJjYW1wYWlnbiI6IjY2MWU2MmZkMzI0ZWQxMmIzODhiNDU2NyIsIm1lZGlhIjoiZmluYW5jZS50ZWNobmV3cy50dyIsImNhdGVnb3J5IjoiYnVzaW5lc3MiLCJkZXZpY2UiOiJwYyJ9&token=61594945ef88b9a8fbb3&t=1791718032973&uid=c7d952854280b00bb731791718032139&crypto=W5tm2fmAm_zDhKH1pn6MDudpzU_cffZMCxYnoqUsqSM=&api_host=tw.popin.cc&de=finance.technews.tw&uidct=1791718032139&logid=0ab61ee8-93cb-4c58-bf2c-9c58ef39886f&extra=m_ch_standard-symmetry&cb=undefined%26uu%3Dc7d952854280b00bb731791718032139%26tst=1791718033519%26ppvs%3D6%26tss%3D5%26aps%3D2%26rp%3D3%26fs%3D5%26bs%3D555%26caid%3Dstandard-symmetry)
PR
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[옛날 메이플스토리가 돌아왔다, 메이플스토리 월드](https://a.popin.cc/popin_redirect/redirect?lp=https%3A%2F%2Ftw.c.appier.net%2Fxclk%3Fbidobjid%3DOQwVMbk4AfaQOggKkHLLag%26cid%3DUT1gSoEXQL-tBE-pl1JEBQ%26crid%3DdNRafaHVSXu5MfGxZpdBRw%26crpid%3Desnlq_-cSFqLjsUd8_ki3Q%26soid%3DWYaH%26partner_id%3D0ZbOxc8zecjd%26bx%3DCylxwnu_oPIRKq6mo0oyordR70fyorf-uY79uqa13Yg9w8zq3nzR387aUYiDZyzRJyu-uYgWJ4u_74x1wHTRuqayK4lfJ4u_o1x1UDo121l-c8zsC4lO%26ui%3DCDR%26consent%3D1%26ddhh%3DorGWo6%26popintoken%3Db6c6fdf67a427d98402a%26ad_click_time%3D1791718033597%26rdt%3D1&data=eyJjIjoiMC4wIiwidHoiOiJ0dyIsInByaWNlIjoiMC4wMzU0ODYwMzIxMDQ5MjE4NiIsIm5pZCI6IjY2MWU2NTM1MzI0ZWQxNzJiMDhiNDU2OCIsImNhbXBhaWduIjoiNjYxZTYyZmQzMjRlZDEyYjM4OGI0NTY3IiwibWVkaWEiOiJmaW5hbmNlLnRlY2huZXdzLnR3IiwiY2F0ZWdvcnkiOiJidXNpbmVzcyIsImRldmljZSI6InBjIn0=&token=b6c6fdf67a427d98402a&t=1791718032973&uid=c7d952854280b00bb731791718032139&crypto=W5tm2fmAm_zDhKH1pn6MDudpzU_cffZMCxYnoqUsqSM=&api_host=tw.popin.cc&de=finance.technews.tw&uidct=1791718032139&logid=0ab61ee8-93cb-4c58-bf2c-9c58ef39886f&extra=m_ch_standard-symmetry&cb=undefined%26uu%3Dc7d952854280b00bb731791718032139%26tst=1791718033519%26ppvs%3D6%26tss%3D5%26aps%3D3%26rp%3D4%26fs%3D5%26bs%3D555%26caid=standard-symmetry)
PR
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[원문 후반 발췌]
kEyknflWMwm3aqMZAOJoE1jYPF8b_ThBn4vp7lpFZUS7qYqOvHNmhQbsGCqw1nMn2dav86VDaDBZSGD5bu1jpjodgQucdBkHPrX9jOIru8iG1599gE1sk1w5AnZcaawxAsPUOxOs22ASPJlSBXe2eJi1_uMZksxb8H2cT9U35EEkKWVqnYCUx9qvqgf_QgDkm7ToFsHTv5l1jApiW4lN7DigGuxosFOU29jQBu-BakjkgKpOT3tTgOUsq46BsQ_omrJKAZ88ynj7QWVLyCQCmTklj8AWWOs6HpW-DGNBOvJFHBMF9C_HCOxab1bYWx-h0lVSbJ2MVWixp8YI6hxrRKcWxBhugoXcTUlUGfHZapTH6tOBNsK_jaExf3MdL04gINdEtS9s7HWOpYxroEFXJWoa8I2Se1YLKir_YSaWXVe7ibOmF0F3Ph5OQ8ZsN8i2pIJAExVNWrI102gZ3O3VioZgHN7p3mLusJPN7M_cWV4BzDEj83PjIijgUor3IeDXiCqSL-KbkIhrypLruYBTdySMNcTEAqB8Poar0E969FTO6wpqvwVl-zmY80A1i4SO7O_T3TwEnTXiY7OHaVOnX4q853bjxZdEph8D412ELZzAb8QsZPNrTjMfDK1HgBoMv3FgLcL7u6oP_lTcTSmAY0a47Pz-65y_iTvmrpFMpIst_JEi_RqQIpxHhiM9NZJqgbrzmQcJAvr8gX1nnfYAkpUDeWRzwnqb3Nl1W28MvGigvhYZ6I4Yk3WVRPosx2sYSgskipwhWFg&uid=c7d952854280b00bb731791718032139&mguid=&gprice=7k7YsEq2qjOjuACIZa7H9lgjcvxAWclzetJb25ZpaDw&pb=d&uidct=1791718032139&uu=c7d952854280b00bb731791718032139&tst=1791718033523&ppvs=6&tss=5&aps=6&rp=11&fs=5&bs=555&caid=standard-symmetry)
[파트너에게 가장 좋은 선물은 함께 HPV 예방 방법을 상담하는 것입니다!](https://trace.popin.cc/ju/ic?tn=6e22bb022cd37340eb88f5c2f2512e40&trackingid=0df0204ff983da33b3f49dbe666553b3&acid=34196&data=MrgNhQc3I7lRErFMZ6U3cDjOwt941WDiAKCLWHnW0TIAJzb4oH3F2e9B-zN6YAaHxC0c1-aTUwYqzxU7rWtPSAvg-D4-bgbcH3mDOmyvgLDd3s2Oamc7GnkF8sE805Lm5_Rg7-
[원문 후반 발췌]
kEyknflWMwm3aqMZAOJoE1jYPF8b_ThBn4vp7lpFZUS7qYqOvHNmhQbsGCqw1nMn2dav86VDaDBZSGD5bu1jpjodgQucdBkHPrX9jOIru8iG1599gE1sk1w5AnZcaawxAsPUOxOs22ASPJlSBXe2eJi1_uMZksxb8H2cT9U35EEkKWVqnYCUx9qvqgf_QgDkm7ToFsHTv5l1jApiW4lN7DigGuxosFOU29jQBu-BakjkgKpOT3tTgOUsq46BsQ_omrJKAZ88ynj7QWVLyCQCmTklj8AWWOs6HpW-DGNBOvJFHBMF9C_HCOxab1bYWx-h0lVSbJ2MVWixp8YI6hxrRKcWxBhugoXcTUlUGfHZapTH6tOBNsK_jaExf3MdL04gINdEtS9s7HWOpYxroEFXJWoa8I2Se1YLKir_YSaWXVe7ibOmF0F3Ph5OQ8ZsN8i2pIJAExVNWrI102gZ3O3VioZgHN7p3mLusJPN7M_cWV4BzDEj83PjIijgUor3IeDXiCqSL-KbkIhrypLruYBTdySMNcTEAqB8Poar0E969FTO6wpqvwVl-zmY80A1i4SO7O_T3TwEnTXiY7OHaVOnX4q853bjxZdEph8D412ELZzAb8QsZPNrTjMfDK1HgBoMv3FgLcL7u6oP_lTcTSmAY0a47Pz-65y_iTvmrpFMpIst_JEi_RqQIpxHhiM9NZJqgbrzmQcJAvr8gX1nnfYAkpUDeWRzwnqb3Nl1W28MvGigvhYZ6I4Yk3WVRPosx2sYSgskipwhWFg&uid=c7d952854280b00bb731791718032139&mguid=&gprice=7k7YsEq2qjOjuACIZa7H9lgjcvxAWclzetJb25ZpaDw&pb=d&uidct=1791718032139&uu=c7d952854280b00bb731791718032139&tst=1791718033523&ppvs=6&tss=5&aps=6&rp=11&fs=5&bs=555&caid=standard-symmetry)
PR
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[지아덩정밀 미국 생산라인 완공 가동, 현지에서 반도체·항공우주 시장 공략](https://traffic.popin.cc/redirect/discovery?url=https%3A%2F%2Ffinance.technews.tw%2F
저자 [Atkinson](https://technews.tw/author/atkinson/ "由 Atkinson 發表") | 발행일 2026년 10월 08일 10:00 | 분류 [반도체](https://technews.tw/category/semiconductor/ "更多半導體分類文章") , [국제무역](https://technews.tw/category/%e5%9c%8b%e9%9a%9b%e8%b2%bf%e6%98%93/ "更多國際貿易分類文章") , [증권](https://technews.tw/category/finance/%e8%ad%89%e5%88%b8/ "更多證券分類文章") | [edit](https://finance.technews.tw/wp-admin/post.php?action=edit&post=1625768)[](https://social-plugins.line.me/lineit/share?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://feedly.com/i/subscription/feed%2Fhttp%3A%2F%2Ftechnews.tw%2Ftn-rss)[](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)
[See Translation](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
Now Translating...
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[](https://img.technews.tw/wp-content/uploads/2024/05/10170507/654634352-800x533.jpg "台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元")
외국계 씨티글로벌증권은 최신 연구보고서에서 강력한 첨단 공정과 AI 칩 수요를 낙관하며 [TSMC](https://info.technews.tw/company/22099131-%E5%8F%B0%E7%81%A3%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%E8%A3%BD%E9%80%A0%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8?utm_source=technews&utm_medium=referral&utm_campaign=content)의 이익 상승 모멘텀이 지속될 것으로 예상하고, 따라서 TSMC에 대한 '매수' 투자등급을 재확인하며 목표가를 3,800위안에서 4,000위안으로 상향 조정했다.
보고서에 따르면 TSMC는 10월 15일 3분기 실적발표회를 개최할 예정이며, 씨티는 실적이 다시 한번 상향된 재무 전망을 초과할 것으로 예상하고, 연간 매출은 전년 대비 46% 증가, 4분기 매출은 분기 대비 약 15% 증가할 것으로 전망했다. 2나노(N2) 초기 양산이 소폭 마진을 희석할 수 있으나 높은 가동률과 수율 향상에 힘입어 하반기 마진은 66~67%의 높은 수준을 유지할 것으로 예상된다.
고성능 컴퓨팅(HPC), 에이전트형 AI(Agentic AI) 및 공동 패키징 광학(CPO) 기술 진화에 힘입어 씨티는 TSMC의 2027년 매출이 전년 대비 40% 이상 성장하고, 2027년 AI 관련 매출은 거의 두 배로 성장할 것으로 전망했다. 주요 고객인 엔비디아(Nvidia), AMD 및 브로드컴(Broadcom) 모두 강력한 실적 전망을 제시했다. 장기 주문 수요를 충족하기 위해 TSMC의 향후 2년 자본지출은 각각 810억 달러와 900억 달러에 달할 것으로 예상된다.
첨단 패키징 측면에서 씨티는 TSMC의 2027년 CoWoS 생산능력이 전년 대비 45% 이상 증가하여 220만 웨이퍼에 달할 것으로 예상했다. 생산능력이 지속적으로 타이트하여 TSMC는 웨이퍼 레벨 패키징(WoS)을 패키징·테스트 업체에 아웃소싱하고, 인터포저(Interposer)를 세계선진 등 협력사에 위탁할 것이다.
해외 건설 측면에서 TSMC는 여전히 미국 애리조나주를 핵심으로 하여 장기 목표로 30%의 첨단 공정 생산능력을 제공할 것이다. 시장에서 전해지는 텍사스 협력설에 대해서는 씨티가 현재 향후 몇 년 투자 계획에 포함하지 않고 있다.
(대표 이미지 출처: [TSMC](https://pr.tsmc.com/chinese/gallery-fabs-outside))
글을 다 읽고 도움이 되었다면, 우리에게 격려를 주시겠습니까
[커피 한 잔 사주기](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
## 우리에게 커피 몇 잔 사주시겠습니까?
### 커피 한 잔 65위안
x 1
x 3
x 5
x
당신의 커피 후원은 우리가 계속 나아갈 수 있는 원동력입니다
**총 금액 신타이완달러 0위안**
[《커피 사주기 Q & A》](https://finance.technews.tw/aboutus/buy-me-a-coffee-policy/)
### 우리에게 남길 말
[취소](javascript:void(0))[확인](javascript:void(0))
## 더 알고 싶은 것이 있습니까? TechNews Smart가 알려드립니다
[1. 2나노 양산이 TSMC 마진에 미치는 실질적 영향?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40281/)[2. AI와 CPO 기술이 TSMC의 장기 매출을 어떻게 견인하는가?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40282/)[3. 향후 2년의 높은 자본지출이 장비 공급망에 미치는 효과?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40283/)[4. CoWoS 아웃소싱 전략이 패키징·테스트 산업망에 미치는 연쇄 반응?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40284/)[5. 미국 공장 생산능력 비중 30% 달성이 지정학적 리스크에 미치는 영향?](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40285/)
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반도체
(2026년 10월 7일)
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kEyknflWMwm3aqMZAOJoE1jYPF8b_ThBn4vp7lpFZUS7qYqOvHNmhQbsGCqw1nMn2dav86VDaDBZSGD5bu1jpjodgQucdBkHPrX9jOIru8iG1599gE1sk1w5AnZcaawxAsPUOxOs22ASPJlSBXe2eJi1_uMZksxb8H2cT9U35EEkKWVqnYCUx9qvqgf_QgDkm7ToFsHTv5l1jApiW4lN7DigGuxosFOU29jQBu-BakjkgKpOT3tTgOUsq46BsQ_omrJKAZ88ynj7QWVLyCQCmTklj8AWWOs6HpW-DGNBOvJFHBMF9C_HCOxab1bYWx-h0lVSbJ2MVWixp8YI6hxrRKcWxBhugoXcTUlUGfHZapTH6tOBNsK_jaExf3MdL04gINdEtS9s7HWOpYxroEFXJWoa8I2Se1YLKir_YSaWXVe7ibOmF0F3Ph5OQ8ZsN8i2pIJAExVNWrI102gZ3O3VioZgHN7p3mLusJPN7M_cWV4BzDEj83PjIijgUor3IeDXiCqSL-KbkIhrypLruYBTdySMNcTEAqB8Poar0E969FTO6wpqvwVl-zmY80A1i4SO7O_T3TwEnTXiY7OHaVOnX4q853bjxZdEph8D412ELZzAb8QsZPNrTjMfDK1HgBoMv3FgLcL7u6oP_lTcTSmAY0a47Pz-65y_iTvmrpFMpIst_JEi_RqQIpxHhiM9NZJqgbrzmQcJAvr8gX1nnfYAkpUDeWRzwnqb3Nl1W28MvGigvhYZ6I4Yk3WVRPosx2sYSgskipwhWFg&uid=c7d952854280b00bb731791718032139&mguid=&gprice=7k7YsEq2qjOjuACIZa7H9lgjcvxAWclzetJb25ZpaDw&pb=d&uidct=1791718032139&uu=c7d952854280b00bb731791718032139&tst=1791718033523&ppvs=6&tss=5&aps=6&rp=11&fs=5&bs=555&caid=standard-symmetry)
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본문이 길어 34204자 중 14951자만 처리했습니다.
브리프용 요약 초안
씨티는 TSMC 목표가를 4,000위안으로 상향하며 2026년 매출 46% 증가, 2027년 40% 이상 성장, CoWoS 생산능력 45% 이상 확대를 전망했다. 메모리 산업과의 직접 연결 근거는 원문에 없으나, AI 가속기 생산 증가가 HBM 수요에 간접 영향을 줄 수 있다는 가설은 미확인이다.
원문 텍스트
원문 열기 ↗# 台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元
作者[Atkinson](https://technews.tw/author/atkinson/ "由 Atkinson 發表") | 發布日期 2026 年 10 月 08 日 10:00 | 分類[半導體](https://technews.tw/category/semiconductor/ "更多半導體分類文章") , [國際貿易](https://technews.tw/category/%e5%9c%8b%e9%9a%9b%e8%b2%bf%e6%98%93/ "更多國際貿易分類文章") , [證券](https://technews.tw/category/finance/%e8%ad%89%e5%88%b8/ "更多證券分類文章") | [edit](https://finance.technews.tw/wp-admin/post.php?action=edit&post=1625768)[](https://social-plugins.line.me/lineit/share?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://feedly.com/i/subscription/feed%2Fhttp%3A%2F%2Ftechnews.tw%2Ftn-rss)[](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)
[See Translation](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
Now Translating...
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[](https://img.technews.tw/wp-content/uploads/2024/05/10170507/654634352-800x533.jpg "台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元")
外資花旗環球證券在最新研究報告中看好強勁的先進製程與 AI 晶片需求，預期[台積電](https://info.technews.tw/company/22099131-%E5%8F%B0%E7%81%A3%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%E8%A3%BD%E9%80%A0%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8?utm_source=technews&utm_medium=referral&utm_campaign=content)獲利升溫動能將持續強勁，因此重申對台積電的「買進」投資評等，並將目標價由 3,800 元上調至 4,000 元。
報告指出，台積電將於10月15日召開第三季法說會，花旗預期其業績將再次超越先前上調的財測，預估全年營收將年增46%，第四季營收季增約15%。雖然2奈米（N2）初期量產可能小幅稀釋毛利率，但在高產能利用率與良率提升帶動下，預估下半年毛利率仍可維持在66%至67%的高水準。
受惠於高效能運算（HPC）、代理型AI（Agentic AI）及共封裝光學（CPO）技術演進，花旗預估台積電2027年營收年增率將超過40%，2027年的AI相關營收更將近乎翻倍成長。主要客戶如輝達（Nvidia）、超微（AMD）及博通（Broadcom）皆給出強勁的營運展望。為滿足長期的訂單需求，預估台積電未來兩年的資本支出將分別達到810億美元與900億美元。
在先進封裝方面，花旗預計台積電2027年的CoWoS產能將年增超過45%、達到220萬片晶圓。由於產能持續緊繃，台積電將擴大將晶圓級封裝（WoS）外包給封測廠，並將中介層（Interposer）委外給世界先進等合作夥伴。
海外建廠方面，台積電仍以美國亞利桑那州為核心，長期目標為提供30%的先進製程產能；至於市場傳出的德州合作傳聞，花旗目前暫不將其納入近年投資規劃中。
(首圖來源：[台積電](https://pr.tsmc.com/chinese/gallery-fabs-outside))
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## 還想知道什麼？TechNews Smart 告訴你
[1. 2奈米量產對台積電毛利率的實質影響？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40281/)[2. AI 與 CPO 技術如何驅動台積電長期營收？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40282/)[3. 未來兩年高額資本支出對設備鏈的效益？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40283/)[4. CoWoS 外包策略對封測產業鏈的連鎖反應？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40284/)[5. 美國廠產能占比達三成對地緣風險的影響？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40285/)
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* [勤誠9月營收月增0.8%](https://finance.technews.tw/2026/10/08/chenbro-8210-202609-financial-report/ "勤誠9月營收月增0.8%")
* [旺矽9月營收20.48 億元](https://finance.technews.tw/2026/10/08/mpi-6223-202609-financial-report/ "旺矽9月營收20.48 億元")
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作者[Atkinson](https://technews.tw/author/atkinson/ "由 Atkinson 發表") | 發布日期 2026 年 10 月 08 日 10:00 | 分類[半導體](https://technews.tw/category/semiconductor/ "更多半導體分類文章") , [國際貿易](https://technews.tw/category/%e5%9c%8b%e9%9a%9b%e8%b2%bf%e6%98%93/ "更多國際貿易分類文章") , [證券](https://technews.tw/category/finance/%e8%ad%89%e5%88%b8/ "更多證券分類文章") | [edit](https://finance.technews.tw/wp-admin/post.php?action=edit&post=1625768)[](https://social-plugins.line.me/lineit/share?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)[](https://feedly.com/i/subscription/feed%2Fhttp%3A%2F%2Ftechnews.tw%2Ftn-rss)[](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Ffinance.technews.tw%2F2026%2F10%2F08%2Ftsmcs-profit-growth-momentum-is-expected-to-remain-strong%2F)
[See Translation](https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/)
Now Translating...
* [](javascript:url_open_center('https://www.facebook.com/sharer/sharer.php?u=https://finance.technews.tw/2026/10/08/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/'))
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[](https://img.technews.tw/wp-content/uploads/2024/05/10170507/654634352-800x533.jpg "台積電獲利升溫動能將持續強勁，外資花旗目標價看到 4,000 元")
外資花旗環球證券在最新研究報告中看好強勁的先進製程與 AI 晶片需求，預期[台積電](https://info.technews.tw/company/22099131-%E5%8F%B0%E7%81%A3%E7%A9%8D%E9%AB%94%E9%9B%BB%E8%B7%AF%E8%A3%BD%E9%80%A0%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8?utm_source=technews&utm_medium=referral&utm_campaign=content)獲利升溫動能將持續強勁，因此重申對台積電的「買進」投資評等，並將目標價由 3,800 元上調至 4,000 元。
報告指出，台積電將於10月15日召開第三季法說會，花旗預期其業績將再次超越先前上調的財測，預估全年營收將年增46%，第四季營收季增約15%。雖然2奈米（N2）初期量產可能小幅稀釋毛利率，但在高產能利用率與良率提升帶動下，預估下半年毛利率仍可維持在66%至67%的高水準。
受惠於高效能運算（HPC）、代理型AI（Agentic AI）及共封裝光學（CPO）技術演進，花旗預估台積電2027年營收年增率將超過40%，2027年的AI相關營收更將近乎翻倍成長。主要客戶如輝達（Nvidia）、超微（AMD）及博通（Broadcom）皆給出強勁的營運展望。為滿足長期的訂單需求，預估台積電未來兩年的資本支出將分別達到810億美元與900億美元。
在先進封裝方面，花旗預計台積電2027年的CoWoS產能將年增超過45%、達到220萬片晶圓。由於產能持續緊繃，台積電將擴大將晶圓級封裝（WoS）外包給封測廠，並將中介層（Interposer）委外給世界先進等合作夥伴。
海外建廠方面，台積電仍以美國亞利桑那州為核心，長期目標為提供30%的先進製程產能；至於市場傳出的德州合作傳聞，花旗目前暫不將其納入近年投資規劃中。
(首圖來源：[台積電](https://pr.tsmc.com/chinese/gallery-fabs-outside))
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## 還想知道什麼？TechNews Smart 告訴你
[1. 2奈米量產對台積電毛利率的實質影響？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40281/)[2. AI 與 CPO 技術如何驅動台積電長期營收？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40282/)[3. 未來兩年高額資本支出對設備鏈的效益？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40283/)[4. CoWoS 外包策略對封測產業鏈的連鎖反應？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40284/)[5. 美國廠產能占比達三成對地緣風險的影響？](https://technews.tw/ai-agent/tsmcs-profit-growth-momentum-is-expected-to-remain-strong/40285/)
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PR
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