Bernstein: ASIC CPUs Further Drive Incremental Demand, Raises TSMC (TSM.US) Target Price to $600

智通财经2026/11/05 04:06

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According to Golden Ten Data, three months ago, Bernstein identified CPUs as a new growth driver for TSMC (TSM.US). The latest report has further upgraded this assessment: the real change is not in GPUs or ASIC XPUs, but in the large-scale deployment of self-developed CPUs by Amazon and Google, which has driven demand beyond previous expectations.

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Bernstein: ASIC CPUs Further Drive Incremental Demand, Raises TSMC (TSM.US) Target Price to $600

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