TSMC high-performance-computing revenue share shift, 2020 to 2025

High-performance computing and smartphone platform shares of TSMC net revenue, 2020-2025.

What the Data Shows

TSMC is measured by platform revenue share of total net revenue from 2020 through 2025. The series compares high-performance computing and smartphone platform shares in percent. High-performance computing rose from 33% to 58%, a gain of 25 percentage points. Smartphone share fell from 48% to 29% over the same period, shifting the revenue mix toward data-center and AI-adjacent computing.

Data table

High-performance computing — 2020 33%
High-performance computing — 2021 37%
High-performance computing — 2022 41%
High-performance computing — 2023 43%
High-performance computing — 2024 51%
High-performance computing — 2025 58%
Smartphones — 2020 48%
Smartphones — 2021 44%
Smartphones — 2022 39%
Smartphones — 2023 38%
Smartphones — 2024 35%
Smartphones — 2025 29%

Sources

Source 1: TSMC

Publisher: TSMC

Dataset/table: Platform revenue and shares

Units: Percent of total net revenue; NT$ millions

Date checked: 2026-05-24

Evidence: Supports TSMC 2023-2025 HPC and smartphone platform revenue shares.

Source 2: TSMC

Publisher: TSMC

Dataset/table: Platform revenue shares

Units: Percent of total net revenue

Date checked: 2026-05-24

Evidence: Supports TSMC 2020-2022 HPC and smartphone platform revenue shares.

Data notes & caveats

TSMC’s high-performance computing platform includes AI accelerators but also CPUs, GPUs, ASICs, networking chips and other data-center computing products. Historical source tables round shares to whole percentages.

Methodology

Series values are TSMC platform revenue shares. Percentages are shares of TSMC total net revenue in each year.

Source consistency notes

Same issuer and same platform category family over time. Values are shares of annual total net revenue.

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