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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

TSMC's 2025 AI Revenue Will Likely Rise Significantly

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As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. 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As most of AI chips will migrate to the 3-nanometer process from late 2025, higher average selling prices due to the technology upgrade could further support TSMC&#39;s earnings growth into 2026, they say. </p><p>Citi expects TSMC to guide for 20%-25% revenue growth for 2025 with gross margin at a high 50%. Its 2025 capital expenditure will likely be between $35 billion-$38 billion, it adds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500967452","content_text":"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. 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