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Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest contract chipmaker, faces growing uncertainty in its revenue outlook, particularly from 2028 to 2029, according to a Morningstar analyst. While AI demand continues to drive growth, the returns on AI investments remain unproven, p

According to Morningstar analyst Phenix Lee, while Taiwan Semiconductor Manufacturing Company (TSMC) is expected to see strong revenue growth through 2027, greater uncertainty looms for 2028 and 2029 as AI investments must prove their returns. Although TSMC is projected to achieve a 30% revenue incr