According to CoinMeta, Bernstein analysts stated in a research report that with the rise of AI earlier this year, the CPU market is expected to experience accelerated growth and may become a new driver of growth for TSMC. Analysts predict that TSMC's revenue related to CPU will reach the upper end of the $30 billion range in 2027, accounting for around 10%-20% of its total revenue. By 2027, CPU may be as important as AI accelerators, which include GPU and ASIC. Bernstein has raised TSMC's target price from NT$2,780 to NT$3,300 and pointed out that its valuation is still affordable compared to its peers.