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TSMC's high performance computing platform, the category that carries AI accelerators, accounted for 58% of its 2025 revenue
HPC revenue rose 48% in 2025 from 2024, lifting its share of TSMC's net revenue from 51% to 58%. Smartphones, the next-largest platform, fell from 35% to 29%, and in the fourth quarter of 2025 alone HPC was 55%.
Verified 2026-08-03
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AI and other high-performance chips now make up most of TSMC's business, tying the chipmaker to AI demand.
- Price
- $397.78
- 30D
- -5.57%
- AI share of revenue
- 58%
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