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Taiwan Semi’s AI Chip Revenue Will Soar for Years, Says Analyst - Barron's

1. TSMC's AI chip business is projected to grow significantly. 2. Analyst Charles Shi raised TSMC's ADR price target to $270. 3. TSMC's AI revenue is estimated to reach $46 billion by 2027. 4. The company's foundry business is expected to strengthen with little competition. 5. TSMC is a core holding for semiconductor investors.

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FAQ

Why Very Bullish?

TSMC shows strong projected growth in AI revenue, similar to past performance when demand surged, positively impacting stock price.

How important is it?

The article highlights significant growth potential for TSMC's core business, influencing investor sentiment.

Why Long Term?

The projected revenue growth aligns with industry trends in AI, suggesting sustained demand for several years.

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