TSMC’s AI-related revenue will soar to over NT$1 trillion (US$32.5 billion) this year and TSMC has order visibility out to 2028, media report, with 2027 expected to be a 3rd-straight year of record high financial performance. TSMC’s AI revenue hit US$10 billion in 2024, and this year is expected to reach $28-$33 billion, analysts say, or 23% to 28% of full-year revenue, on strong orders from Nvidia, AMD, Broadcom and other ASIC clients. $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) #Semiconductors
Source: Dan Nystedt
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