Set micro-mesh news, Morgan Stanley pointed out that TSMC's revenue growth target reached this year, depending on the customized bitcoin chip demand.This part of the demand forecast will account for 10% of TSMC's annual revenue this year, far higher 2 ~ 3% last year.
Morgan Stanley pointed out that the demand for smart phone chips by TSMC accounts for 40% to 45% of the total revenue. As the demand for smart phone chips is weaker, the market for bitcoin ASICs must be healthy in the coming quarters to achieve TSMC's Growth goals.
