Bernstein analysts stated in a research report that with the rise of proxy AI earlier this year, the CPU market is expected to accelerate and could become a new growth engine for TSMC. The analysts currently estimate that TSMC's CPU-related revenue will reach the upper end of $30 billions by 2027, accounting for the mid-range of 10%-20% of its total revenue. Therefore, in terms of chip revenue contribution, by 2027, CPUs may become as important as AI accelerators, which include GPUs and ASICs.
智通财经2026/08/11 04:31Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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