预计TSMC和Broadcom在市场价值上将超过Tesla,由AI芯片需求推动。 TSMC and Broadcom are predicted to surpass Tesla in market value, fueled by AI chip demand.

预计两家半导体公司TSMC和Broadcom在5年内在市场资本化中将超过特斯拉。 Two semiconductor companies, TSMC and Broadcom, are predicted to surpass Tesla in market capitalization within five years. TSMC目前是世界上第十大公司,在AI芯片需求的驱动下,每年收入增加31%,使TSMC受益。 TSMC, currently the world's 10th largest company, benefits from a 31% year-over-year revenue increase, driven by AI chip demand. 专门从事定制AI芯片的Broadcom公司报告称,这些芯片的销售量增加了3.5倍。 Broadcom, specializing in custom AI chips, reported a 3.5x increase in sales for these chips. 由于人工智能市场需求强劲,这两家公司的年增长率预计将达到20%,超过特斯拉预测的4%的增长。 Both companies are expected to grow at an annual rate of 20%, outpacing Tesla's forecasted 4% growth, due to strong AI market demand.

November 16, 2024

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