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TSM
Benzinga
215 days

Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst

1. Analyst Charles Shi maintains Buy rating on TSM with a $225 target. 2. AI revenue expected to double in 2025, boosting overall growth. 3. Capital expenditures projected at $38-$42 billion, indicating increased investment. 4. Packaging revenue growth expected to contribute over 10% of total in 2025. 5. Foundry 2.0 total addressable market growth estimated at 10% for 2025.

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FAQ

Why Bullish?

Positive analyst rating and robust AI growth prospects enhance investor confidence.

How important is it?

Revising growth targets upwards underlines TSM's pivotal role in the semiconductor space.

Why Long Term?

Long-term revenue growth projections and CapEx significantly indicate TSM's growth trajectory.

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