TSMC’s key chip sales has shifted from smartphones to AI
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.
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TSMC’s key chip sales have shifted from smartphones to AI!#tscm #ai #chips pic.twitter.com/QIY93Zp3JJ
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TSCM chip sales
More Than Half of TSMC’s Sales Are Now High-End Chips Like AI
HPC division houses AI accelerators, servers, and MacBook chips
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 most of its business, TSMC has quickly shifted to become the go-to provider of artificial intelligence accelerators.
Taiwan’s biggest company makes Nvidia Corp. and Advanced Micro Devices Inc.’s in-demand AI-training chips and Qualcomm Inc.’s AI-infused laptop processors for new Windows Copilot+ PCs.
