TSMC's 2025 AI Revenue Will Likely Rise Significantly
$TSMC$'s AI-related revenue will likely rise significantly in 2025 as Nvidia likely becomes its top or second largest customer with 20% revenue contribution, Citi analysts say in a research note. Other than Nvidia, the promising momentum for custom AI chips, called ASIC, over the next two to three years, could also support TSMC's business as well, they say. As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade coul