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Institution: TSMC's AI Chip Revenue Forecasted to Surge to $46 Billion by 2027
1 day ago /
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Author：小编
Needham expresses optimism about TSMC's burgeoning AI chip business, forecasting a significant jump in AI-related revenue from $26 billion in 2025 to a projected $46 billion by 2027. This robust growth is primarily fueled by the surging demand for NVIDIA's latest AI chips. TSMC's previous financial report highlighted a robust demand for AI chips in the first quarter of 2025, with revenues anticipated to double. Notably, advanced process technology accounted for a substantial 73% of total wafer revenue, underscoring TSMC's formidable technological prowess and market dominance.
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