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.