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The Motley Fool Did a Deep Dive Into TSMC's Revenue by Technology, Platform, and Geography. Here's What It Found.
TSMCTSMC(US:TSM) Yahoo Financeยท2025-10-04 22:46

Group 1 - TSMC is a leading manufacturer of advanced processors, particularly in the AI sector, with its stock price increasing nearly 200% over the past three years [2][3] - The company generates 60% of its semiconductor sales from its most advanced processors (3nm and 5nm), highlighting its strong revenue composition [5][8] - TSMC has signed 15 deals for 2nm semiconductor manufacturing, positioning itself ahead of competitors like Samsung [6] Group 2 - The shift in TSMC's revenue drivers from smartphones to high-performance computing, particularly AI data centers, indicates a significant growth area [7][8] - TSMC holds an estimated 90% of the advanced processor market, with over half of its revenue coming from high-performance computing [8]