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Back台積電受惠AI熱潮 分析師預測2027年底股價可達678美元
台積電受惠AI熱潮 分析師預測2027年底股價可達678美元
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自由时报51 minutes agoBusiness2 min readChinaView translation

台積電受惠AI熱潮 分析師預測2027年底股價可達678美元

台積電AI資料中心先進晶片

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隨著全球AI熱潮推動資料中心建設，台積電受惠於先進晶片需求成長。投資媒體《The Motley Fool》預測，若台積電2027年每股盈餘達21.86美元並維持31倍本益比，股價理論上可達678美元，較目前約435美元有超過55%上漲空間。博通等客戶顯示需求可能持續至2029-2030年，台積電亦擴大亞利桑那州產能，顯示對長期需求的信心。

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Why It Matters

全球AI熱潮推動資料中心建設，帶動先進晶片需求。台積電為全球領先晶圓代工廠，具備先進製程技術優勢。

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台積電在先進邏輯晶片製造領域具有高度優勢。（示意圖，法新社）

〔財經頻道／綜合報導〕隨著全球AI熱潮持續升溫，AI資料中心建設帶動先進晶片需求快速成長，全球晶圓代工龍頭台積電（TSMC）也成為這波產業趨勢下的主要受惠者之一。投資媒體《The Motley Fool》認為，台積電目前的產業地位與技術優勢，使其仍具備長期成長條件。如果未來幾年獲利能夠按照市場預期成長，股價仍可能有可觀的上漲空間。報導預測，台積電ADR在2027年底股價可達678美元，現在或許是絕佳的買入機會。

《The Motley Fool》指出，目前市場對AI產業最關注的問題之一，就是資料中心的大規模建設何時會放緩。不過，相關產業人士近期釋出的訊息顯示，這波投資熱潮可能還有相當長的時間才能結束。

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台積電的重要客戶之一博通（Broadcom）近期在法說會中已談及2029年的需求展望；此外，多項產業預測也認為，全球資料中心建設可能一路持續至2030年左右。

台積電方面也表示，目前對2029年至2030年的需求展望仍然「非常強勁」。而即使未來AI資料中心的需求增速開始放緩，晶片需求也可能轉向其他新興產業，形成下一波成長動能。

台積電近期持續擴大產能布局，也反映出公司對長期需求的信心。公司已宣布追加投資，用於擴大美國亞利桑那州的生產設施。如此大規模的資本支出，意味著台積電對未來先進晶片需求仍抱持高度信心。若公司認為市場需求即將大幅下滑，顯然不太可能在此時持續投入如此龐大的資金擴張產能。

在基本面持續看好的情況下，台積電目前的估值也成為市場關注焦點。目前台積電本益比約31倍，市場分析認為，考量其在全球半導體產業的重要地位、先進製程技術優勢，以及來自全球主要科技公司的龐大訂單，這樣的估值仍屬合理。

根據分析師預估，台積電2027年每股盈餘（EPS）中位數約為21.86美元。若台積電屆時能達到這項獲利水準，同時市場仍給予約31倍本益比，換算出的理論股價將達到約678美元。以截稿時約435美元的股價計算，潛在漲幅超過55%。

當然，678美元並非台積電股價必然達到的目標，而是建立在獲利與估值均符合預期的情況下。實際股價仍會受到全球經濟景氣、半導體產業循環、AI資本支出、地緣政治以及市場本益比變化等因素影響。不過，如果AI資料中心需求能持續至2029年至2030年，並進一步由機器人、自動駕駛等新興應用接棒，台積電未來幾年的成長空間仍值得市場期待。

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AI outlook — possibilities, not facts

  • 台積電ADR股價在2027年底可達678美元

    Possible · Within years

Open Questions

  • AI資料中心需求何時會放緩？
  • 新興應用如機器人、自動駕駛何時能成為主要成長動能？
  • 台積電美國亞利桑那州廠房何時能達到預期產能？

Related Topics

台積電
Organizations博通The Motley Fool
Places台灣亞利桑那州
TopicsAI資料中心先進晶片博通亞利桑那州本益比每股盈餘
This article was originally published by 自由时报.

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