A chip node, or process technology, refers to the size of transistors packed onto a semiconductor. Smaller nodes, like 2nm, 3nm, and 5nm, enable faster and more power-efficient chips. Those are critical for advanced technologies, including AI and smartphones.
Aside from TSMC, only three other companies manufacture 3nm chips at scale: Samsung (SSNL.F +0.00%), Intel (INTC -1.80%), and Xiaomi (XIACY -1.54%). TSMC and Samsung have announced plans to mass-produce 2nm process.
TSMC revenue by platform
Chip sales for high-performance computing make up 66% of TSMC’s revenue, followed by smartphones (22%), the Internet of Things (5%), and automotive customers (4%).
TSMC’s revenue from high-performance computing customers overtook smartphones in Q1 2022. High-performance computing’s share more than doubled from 30% in Q1 2020 to 66% in Q2 2026, driven by soaring demand for AI chips powering the data center build-out.
Over the same period, chips for smartphones have accounted for a smaller share of TSMC’s revenue, dropping from 49% in the first quarter of 2020 to 22% in the second quarter of 2026.