As TSMC's global foundry share remains firmly perched on a perennial upward ramp, one analyst now sees a viable pathway for the Taiwanese giant to nearly quadruple its AI revenue before the end of the ongoing decade. As we reported recently, TSMC is expected to corner a whopping 75 percent of the global foundry market in 2026, boosted by its phenomenal yields for the cutting-edge 2nm node process. This early lead has allowed TSMC to virtually lock in it's top-notch customers such as NVIDIA, Apple, and AMD, to the detriment of Samsung and Intel. Now, Needham analyst Charles Shi has […]
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