Asia
More Than Half of TSMC’s Sales Are Now High-End Chips Like AI
- HPC division houses AI accelerators, servers and MacBook chips
- TSMC’s key sales driver has shifted from smartphones to AI
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Taiwan Semiconductor Manufacturing Co. now makes more than half of its revenue from high-performance computing, the segment of its business powered to new heights by runaway AI demand.
The company said on Thursday that its HPC group accounted for 52% of wafer revenue in the June quarter, the first time it made up the majority of sales. Long reliant on Apple Inc.’s iPhone and the wider smartphone industry for the bulk of its business, TSMC has quickly shifted to become the go-to provider of artificial intelligence accelerators.