BofA Picks Top Asia‑Pacific AI Chip Stocks

BofA forecasts TSMC’s AI sales to reach $4.5 bn (2026) and $6.1 bn (2027) from Broadcom’s TPU capacity, plus $2.3‑$2.6 bn from packaging.
KYEC may capture about 9% of sales from Broadcom and 15% from MediaTek, with ASICs contributing an additional 5% and 1%.
Chroma ATE’s NT$1,750 target assumes 35× 2027 P/E, 50% earnings CAGR, 35% sales growth, ~35% ROE, NT$21 cash and NT$15 cash flow.
Global Unichip 21,000 (2026) and 32,000 (2027) 3nm wafers for Google’s Axion CPU/TPU, $570 m and $960 m sales, 37% and 40% of total.