A $90 Billion Reason to Buy This AI Stock Now

Taiwan semiconductor production (TSM) stocks, while investors digested rise projections for the artificial intelligence orbit of the chip giant, analysts threw a higher share of AI -oriented sales until 2029 as an open way to $ 90 billion.

Needham analyst Charles Shi raised the price target for TSMC shares from $ 225 to $ 270 and maintained the “purchase” note in the world’s largest contract chipset. The analysis suggests that TSMC can achieve ambitious AI income target without requiring dramatic volume increases based on higher silicone content per package and special high band -wide memory solutions.

TSMC’s 2-nanometer technology continues for volume production in the second half of 2025 and positions the chip manufacturer to meet the demand for the new generation AI chips. In 2025, the document expects to double its revenue -related income and the packaging capacity on the chip on the substrate.

Shi stimulates potential winds due to slower AI accelerator volumes in 2026, while a strong improvement in 2027 with a strong improvement with a growth of approximately 40% and 45% in 2028 provides a strong improvement because it provides higher silicone content requirements.

Taiwan semiconductor production gave the first quarter results exceeding profit expectations. A solid Q1 performance strengthens its position as the world’s leading contract chipset by increasing the demand for artificial intelligence. Casting giant net income reported 10.97 billion dollars, defeating estimates and increased by 60% 60% compared to the previous year.

Revenue rose to $ 25.50 billion per year to 41.6% and analysts analysts slightly. The outstanding performance was directed by the High Performance Information Processing Department covering the AI ​​and 5G applications of TSMC and 59% of the total income increased every three months. 7-Nanometer and advanced technologies below represented 73% of the total wafer income by emphasizing the technological leadership of the company.

TSMC also showed strategic foresight by expanding US operations. Arizona announced an additional $ 100 billion investment in its facilities and brought total US commitments to $ 165 billion. This enlargement will enable about 30% of TSMC’s 2-nm and other more advanced capacities to be produced in the USA and deals with geopolitical concerns while serving large American customers.