Analysts Bernstein said in a research report that with the take-off of intelligent integrated AI earlier this year, the CPU market is expected to grow faster and may become a new growth driver for TSMC. Bernstein's analysts currently expect that by 2027, TSMC's CPU revenue will reach the $30 billion high-end range, accounting for about 15% of its total revenue. Therefore, in terms of wafer revenue contributions in 2027, CPUs are likely to be as important as AI accelerators, including GPUs and ASICs. Bernstein raised TSMC's target price from NT$2,780 to NT$3,300 and pointed out that it is undervalued compared to its peers.
Zhitongcaijing · 2d ago
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Analysts Bernstein said in a research report that with the take-off of intelligent integrated AI earlier this year, the CPU market is expected to grow faster and may become a new growth driver for TSMC. Bernstein's analysts currently expect that by 2027, TSMC's CPU revenue will reach the $30 billion high-end range, accounting for about 15% of its total revenue. Therefore, in terms of wafer revenue contributions in 2027, CPUs are likely to be as important as AI accelerators, including GPUs and ASICs. Bernstein raised TSMC's target price from NT$2,780 to NT$3,300 and pointed out that it is undervalued compared to its peers.
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