Long-term Value InvestorMedia cited unnamed investors as saying that TSMC's AI revenue this year is expected to exceed $10 billion, making it a major beneficiary of this trend. They predict TSMC's 2024 revenue will be $87.32 billion, with AI revenue ranging from $11.4 billion to $12.3 billion. TSMC declined to comment, so the media supplemented with TSMC's statement from the Q1 meeting: AI-related sales will double this year, accounting for a low percentage of revenue, with a 50% CAGR over the next 5 years. $Taiwan Semiconductor(TSM.US)
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