力積電(6770)今日僅瑞銀證券發布績效評等報告，評價為看多，目標價為100元。
預估 2026年度營收約784.64億元、EPS約6.57元。

值得注意的是，瑞銀證券評等由中立轉向看多，認為：『Upgrade to Buy with price target of NT$100: We are turning more constructive on PSMC’s sales and EPS outlook in the coming years. Key drivers include: 1) its DRAM foundry business (~46% sales in Q226) will benefit meaningfully from the tight DRAM supply through 2027-28. Given PSMC’s foundry business model, its ASPs would be reflected in the P&L with a 4-5 month lag versus market prices, implying significant price upside in H226; 2) we are optimistic about the 3D AI foundry opportunity, and view it as essential to lifting the value-add of PSMC’s existing assets, including fab space and capacities; 3) improving supply/demand in mature foundry with more rational competition from China.』。

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