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TSMC revenue by geography
TSMC’s revenue has become increasingly concentrated in North America, which makes up 76% of its sales, up from 56% at the start of 2020. China’s share of TSMC’s revenue has fallen from 22% to 9% amid supply chain and geopolitical uncertainty as well as evolving U.S. export controls.
The rest of the world remains a minor market for TSMC.
Investor takeaways from TSMC’s revenue mix
TSMC’s financials reveal where the semiconductor industry is headed: toward more advanced nodes for high-performance computing customers, largely in North America.
- The most cutting-edge process technology, 3nm and 5nm, drives 57% of TSMC’s revenue, and 2nm manufacturing at scale is coming soon.
- High-performance computing has surpassed smartphones by revenue share and is the company’s largest platform by far.
- TSMC’s dependence on North America is a reaction to geopolitical and trade policy uncertainty as well as the massive AI data center buildout in the U.S., but it also creates some concentration risk.
For investors tracking the semiconductor sector, TSMC’s revenue breakdown highlights the need to watch technology cycle, end-market demand, and global trade dynamics.
About the Author
Jack Caporal is the Research Director for The Motley Fool and The Motley Fool Money. His work focuses on uncovering and analyzing trends that shape personal financial decisions across the United States, to help people become smarter, happier, and richer.
Jack's primary research has been featured across top-tier television networks, and accredited publications like the New York Times, Bloomberg, CNBC, and has been cited in Congressional testimony. He previously followed business and economic trends as a reporter and policy analyst in Washington, D.C.
Jack enjoys spending time in the mountains and cheering for his hometown Boston sports teams.
Jack Caporal has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Xiaomi and recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.