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Morgan Stanley lowered its TSMC target price from NT $718 to NT $688 due to expected pressure on profit margins. It is expected that the chip manufacturer's gross profit margin guidance for January next year may put pressure on its stock price in the short term. Analysts such as Charlie Chan wrote in a research report that they expect the company's gross profit margin to drop to 49.5% in the first quarter, which is 3 percentage points lower than the market's generally expected 52.2%. Maintain an over rating as generative AI should be an important long-term growth driver for TSMC compared to 2021, and the cycle is recovering.
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