TSMC Q4: Expecting Fabless Semi Inventory To Return To Healthier Level In 2025
Portfolio Pulse from
TSMC is expected to see significant growth driven by AI and HPC demand, with a target price of $250 per share. Revenue from AI accelerators is projected to triple in FY24 and double in FY25, supported by increased CAPEX and the N2 process node.
January 16, 2025 | 8:00 pm
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TSMC is expected to experience significant growth due to strong AI and HPC demand, with a target price of $250 per share. Revenue from AI accelerators is projected to triple in FY24 and double in FY25, supported by increased CAPEX and the N2 process node.
The article highlights TSMC's strong growth prospects due to AI and HPC demand, with significant revenue increases from AI accelerators and the upcoming N2 process node. These factors support a positive outlook and a 'Buy' rating with a target price of $250.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100