[OC] Breaking down TSMC’s AI fueled billions
Posted by sankeyart
![[OC] Breaking down TSMC’s AI fueled billions](https://www.byteseu.com/wp-content/uploads/2025/01/o1atd1zldyde1-1536x960.png "[OC] Breaking down TSMC’s AI fueled billions")
[OC] Breaking down TSMC’s AI fueled billions
Posted by sankeyart
8 Comments
Source: [TSMC investor relations](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-01/94c0effe08b90315c3d08a5b2193161273d6d4e9/FS.pdf)
Tool: [SankeyArt](http://sankeyart.com) sankey maker + illustrator
So which part of the revenue is made up of AI?
Smartphone only 35? I know servers are huge market, but smartphone shouldnt be technically exponentially more? HPC is big but less, smartphone is small but more.
Crazy profits ratio. They can massively expand their operations abroad with that kind of money and subsidies.
What would be a non operating profit that gives 700millions?
10.9b/26.9b (~40%) profit from operating. Imagine how much cheaper chips and everything using those could be…
One of my best investments
It’d be nice if this actually broke out any “AI” profits lol. still neat tho