The Next Platform reports that AI chips now account for roughly one-third of TSMC's revenue. The figure marks a significant shift for the company, which has historically relied on a broad mix of consumer and enterprise silicon.
The finding highlights how much TSMC's business is now tied to AI processors and related hardware. As demand for AI compute has grown, so has the foundry's exposure to that segment.
With only a single source, there is no independent data to cross-check the estimate. Even so, the headline number is striking: one product category has become a major pillar of TSMC's overall sales.