TSMC's AI Revenue Expected To Surge By 2025, Analysts Predict
According to Odaily, analysts from Citigroup have projected a significant increase in TSMC's AI-related revenue by 2025. This growth is anticipated as NVIDIA may become TSMC's largest or second-largest client, contributing 20% of its revenue. In addition to NVIDIA, the development of custom AI chips (ASIC) over the next two to three years is expected to bolster TSMC's business. Most AI chips...