TSMC defines AI semiconductors as including AI server CPUs and AI accelerators focused on training and inferencing, excluding networking, edge, or on-device AI. In 2024, AI semiconductors are expected to contribute a mid-teens percentage of TSMC's total revenue. While many investors associate TSMC's AI foundry services primarily with Nvidia, it is estimated that Nvidia's AI GPU revenue will account for approximately 70% of TSMC's AI semiconductor revenue in 2025. However, AI ASICs are projected to become increasingly significant, comprising nearly 25% of TSMC's AI revenue by 2027, compared to Nvidia GPUs' share of around 65%.
105232125 :
lala94 : good