Artificial Intelligence (AI) technology refers to a set of technologies and methods used to simulate, extend, and enhance human intelligence. It is an important branch of computer science, aiming to develop intelligent machines or software capable of performing tasks that typically require human intelligence, including but not limited to perception, reasoning, learning, decision-making, and self-correction. Since 2023, the AI industry has continued to receive significant attention.
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In 2025, Wall Street remains bullish on Taiwan Semiconductor: the demand for AI and high-performance computers is strong, and the demand for Consumer Electronics is recovering.
Morgan Stanley believes that Taiwan Semiconductor usually provides conservative expectations at the beginning of the year and then exceeds those expectations. UBS Group points out that with strong demand in high-performance computing and cloud AI, Taiwan Semiconductor's total revenue is expected to achieve a significant growth of 25% in 2025. Goldman Sachs predicts that Taiwan Semiconductor's revenue in the first quarter of 2025 will only decline by 2.2% quarter-on-quarter, making it one of the more optimistic large investment banks.