Bernstein analysts stated in a research report that as agent-based AI took off earlier this year, the central processing unit market is expected to accelerate its growth and may become a new growth driver for TSMC. The Bernstein analysts currently estimate that by 2027, TSMC’s CPU revenue will reach the high end of the $30 billion range, accounting for around 15% of its total revenue. Therefore, in terms of wafer revenue contribution in 2027, CPUs could be as important as AI accelerators, which

Bernstein analysts stated in a research report that as agent-based AI took off earlier this year, the central processing unit market is expected to accelerate its growth and may become a new growth driver for TSMC. The Bernstein analysts currently estimate that by 2027, TSMC’s CPU revenue will reach the high end of the $30 billion range, accounting for around 15% of its total revenue. Therefore, in terms of wafer revenue contribution in 2027, CPUs could be as important as AI accelerators, which

智通财经2026/08/11 04:31

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Bernstein analysts stated in a research report that with the rise of intelligent AI agents earlier this year, the central processor market is expected to accelerate growth and may become a new growth driver for TSMC. Bernstein analysts now expect TSMC's CPU revenue to reach the high end of the $30 billion range by 2027, accounting for about 15% of its total revenue. Therefore, in terms of wafer revenue contribution in 2027, CPUs may 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 its valuation is relatively low compared to its peers.

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