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Processing Units Could be New Growth Driver for TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2658969792","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658969792?lang=en_us&edition=fundamental","pubTime":"2026-08-11 12:01","pubTimestamp":1786420860,"startTime":"0","endTime":"0","summary":"0401 GMT - With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts say in a research note. The analysts now expect TSMC's CPU revenue to hit the high $30 billion range in 2027, making up a mid-teen percentage of its total revenue. As a result, CPUs could be as significant as AI accelerators, including both GPUs and ASICs, in terms of wafer revenue contribution in 2027. Bernstein raises TSMC's target price to 3,300 New Taiwan dollars from NT$2,780 and notes that its valuation is cheap compared with peers. Shares last traded at 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Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued","url":"https://stock-news.laohu8.com/highlight/detail?id=2658721956","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658721956?lang=en_us&edition=fundamental","pubTime":"2026-08-09 16:39","pubTimestamp":1786264786,"startTime":"0","endTime":"0","summary":"Why Taiwan Semiconductor Manufacturing Stock Is Back in Focus\nStrong AI related chip demand and expectations for global semiconductor sales to reach about US$1.5t in 2026 have pushed Taiwan Semiconductor Manufacturing (NYSE:TSM) into the spotlight for many investors.\nThe company is being discussed as a key beneficiary of this broad industry demand, with its foundry business positioned across high performance computing, smartphones, automotive and other end markets.\nSee our latest analysis 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Bets $100B on AI Boom as Hedge Funds Pivot","url":"https://stock-news.laohu8.com/highlight/detail?id=2657678482","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657678482?lang=en_us&edition=fundamental","pubTime":"2026-08-08 23:01","pubTimestamp":1786201308,"startTime":"0","endTime":"0","summary":"TSMC ( ($TSM) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF

<b>Taiwan Semiconductor Manufacturing</b> and <b>Sony</b> Forge Joint Venture for Next-Generation Image Sensors

TSMC, Sony to Form Japan JV for Advanced Smartphone Image Sensors

Sony, TSMC agree to establish JV for next-generation image sensors

Bernstein Raises TSMC Target Price by Nearly 19%, Sees CPUs Replacing GPUs as Main Growth Driver

Ming-Chi Kuo Dismisses Claims of Apple Chip Stockpile: AAPL and TSM Align Production with Material Availability, Avoiding Large-Scale Work-in-Progress Accumulation

Central Processing Units Could be New Growth Driver for TSMC

Microsoft is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft Plans Major Expansion of Next-Generation AI Chip Production, In Talks with TSMC for Over 300,000 Units by 2027

Microsoft Has Been in Talks with Chipmaker TSMC to Secure Manufacturing Capacity for over 300,000 of Maia Chips for Delivery in 2027- the Information

TSMC Sales Growth Accelerates, Giving a Clear Sign for the AI Trade

Sony, TSMC to spend $6.3B to make image sensors, Nikkei Asia reports

Key Republican Urges US to Stop Any Advanced Chips from Reaching Sanctioned Chinese Firms

TSMC Revenue Soars 45% as AI Chip Boom Shows No Signs of Slowing

Sony, Taiwan Semiconductor Reportedly in Talks to Invest $6.31 Billion in Sensors

Taiwan Semiconductor Manufacturing Reports Rise in July's Revenue

Japanese Chip Venture on the Horizon: Sony and TSMC to Invest $6.4 Billion in New Plant

Sony, TSMC to invest US$6.4 bil in joint chip plant in Japan - Bloomberg

Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued

TSMC Bets $100B on AI Boom as Hedge Funds Pivot

Microsoft, Meta, Netflix, TSMC and Pfizer Insider Shake-Up