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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. 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Honor of Kings reclaimed the top spot in July 2026, jumping to first place in 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Plans Major Expansion of Next-Generation AI Chip Production, In Talks with TSMC for Over 300,000 Units by 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1121483621","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121483621?lang=en_us&edition=fundamental","pubTime":"2026-08-10 21:20","pubTimestamp":1786368023,"startTime":"0","endTime":"0","summary":"Microsoft is betting big on in-house chip development as it seeks to reduce its heavy reliance on Nvidia.According to a Monday report from The Information, two sources with knowledge of the 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GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF

Substrate Shortage Looms as Next Major Hurdle for Advanced Chip Packaging, Warns TSMC's "CoWoS Man"

Sector Update: Tech

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<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

Tencent Launches 2025 Campus Recruitment with Updated Position Categories and Talent Criteria

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

Cloud Leopard Smart Eyes IPO: 95% of Revenue Comes from Tencent, a Near-20% Shareholder, Hitting Dual Red Flags on Independence and Single-Customer Risk

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

Tencent Holdings Stock Slides 2.2% in Hong Kong

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

Tencent's AI workplace tool sees monthly visits surge past 20 million, offering a potential turning point for the stock's weakness

Central Processing Units Could be New Growth Driver for TSMC

Sensor Tower: Tencent's Honor of Kings Reclaims Top Spot in Global Mobile Game Revenue Rankings for July

WorkBuddy and Trae Go Head-to-Head: The Battle for AI Model Orchestration in Office Agents

Is Tencent Holdings (SEHK:700) Fully Valued After Its Hy3 AI Push?

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