Monday, 9 November 2026
Silicon Analytica
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Chart 19 · AI trends

High-performance computing was 68% of TSMC's revenue in Q3 2026, against 21% for smartphones

Q1 2024 – Q3 2026

% of net revenueHigh-performance computingSmartphoneInternet of ThingsAutomotiveDigital consumer electronicsOthers0%25%50%75%100%Q1 ’24Q3 ’24Q1 ’25Q3 ’25Q1 ’26Q3 ’26High-performance computing, Q1 ’24: 46% (Reported)Smartphone, Q1 ’24: 38% (Reported)Internet of Things, Q1 ’24: 6% (Reported)Automotive, Q1 ’24: 6% (Reported)Digital consumer electronics, Q1 ’24: 2% (Reported)Others, Q1 ’24: 2% (Reported)High-performance computing, Q2 ’24: 52% (Reported)Smartphone, Q2 ’24: 33% (Reported)Internet of Things, Q2 ’24: 6% (Reported)Automotive, Q2 ’24: 5% (Reported)Digital consumer electronics, Q2 ’24: 2% (Reported)Others, Q2 ’24: 2% (Reported)High-performance computing, Q3 ’24: 51% (Reported)Smartphone, Q3 ’24: 34% (Reported)Internet of Things, Q3 ’24: 7% (Reported)Automotive, Q3 ’24: 5% (Reported)Digital consumer electronics, Q3 ’24: 1% (Reported)Others, Q3 ’24: 2% (Reported)High-performance computing, Q4 ’24: 53% (Reported)Smartphone, Q4 ’24: 35% (Reported)Internet of Things, Q4 ’24: 5% (Reported)Automotive, Q4 ’24: 4% (Reported)Digital consumer electronics, Q4 ’24: 1% (Reported)Others, Q4 ’24: 2% (Reported)High-performance computing, Q1 ’25: 59% (Reported)Smartphone, Q1 ’25: 28% (Reported)Internet of Things, Q1 ’25: 5% (Reported)Automotive, Q1 ’25: 5% (Reported)Digital consumer electronics, Q1 ’25: 1% (Reported)Others, Q1 ’25: 2% (Reported)High-performance computing, Q2 ’25: 60% (Reported)Smartphone, Q2 ’25: 27% (Reported)Internet of Things, Q2 ’25: 5% (Reported)Automotive, Q2 ’25: 5% (Reported)Digital consumer electronics, Q2 ’25: 1% (Reported)Others, Q2 ’25: 2% (Reported)High-performance computing, Q3 ’25: 57% (Reported)Smartphone, Q3 ’25: 30% (Reported)Internet of Things, Q3 ’25: 5% (Reported)Automotive, Q3 ’25: 5% (Reported)Digital consumer electronics, Q3 ’25: 1% (Reported)Others, Q3 ’25: 2% (Reported)High-performance computing, Q4 ’25: 55% (Reported)Smartphone, Q4 ’25: 32% (Reported)Internet of Things, Q4 ’25: 5% (Reported)Automotive, Q4 ’25: 5% (Reported)Digital consumer electronics, Q4 ’25: 1% (Reported)Others, Q4 ’25: 2% (Reported)High-performance computing, Q1 ’26: 61% (Reported)Smartphone, Q1 ’26: 26% (Reported)Internet of Things, Q1 ’26: 6% (Reported)Automotive, Q1 ’26: 4% (Reported)Digital consumer electronics, Q1 ’26: 1% (Reported)Others, Q1 ’26: 2% (Reported)High-performance computing, Q2 ’26: 66% (Reported)Smartphone, Q2 ’26: 22% (Reported)Internet of Things, Q2 ’26: 5% (Reported)Automotive, Q2 ’26: 4% (Reported)Digital consumer electronics, Q2 ’26: 1% (Reported)Others, Q2 ’26: 2% (Reported)High-performance computing, Q3 ’26: 68% (Reported)Smartphone, Q3 ’26: 21% (Reported)Internet of Things, Q3 ’26: 4% (Reported)Automotive, Q3 ’26: 4% (Reported)Digital consumer electronics, Q3 ’26: 1% (Reported)Others, Q3 ’26: 2% (Reported)Source: TSMC quarterly Management Reports (net revenue by platform)Silicon Analyticasiliconanalytica.com/data/charts/tsmc-platform-mix
View sources (8)
  • TSMC 3Q26 Management Report · Net Revenue by Platform, current-quarter column (% of net revenue) · Q3 2026 · published 15 Oct 2026
  • TSMC 2Q26 Management Report · Net Revenue by Platform, comparison column for 2Q25 (% of net revenue) (+1 more) · Q2 2025, Q2 2026 · published 16 Jul 2026
  • TSMC 1Q26 Management Report · Net Revenue by Platform, current-quarter column (% of net revenue) · Q1 2026 · published 16 Apr 2026
  • TSMC 4Q25 Management Report · Net Revenue by Platform, current-quarter column (% of net revenue) · Q4 2025 · published 15 Jan 2026
  • TSMC 3Q25 Management Report · Net Revenue by Platform, comparison column for 3Q24 (% of net revenue) (+1 more) · Q3 2024, Q3 2025 · published 16 Oct 2025
  • TSMC 1Q25 Management Report · Net Revenue by Platform, comparison column for 1Q24 (% of net revenue) (+1 more) · Q1 2024, Q1 2025 · published 17 Apr 2025
  • TSMC 4Q24 Management Report · Net Revenue by Platform, current-quarter column (% of net revenue) · Q4 2024 · published 16 Jan 2025
  • TSMC 2Q24 Management Report · Net Revenue by Platform, current-quarter column (% of net revenue) · Q2 2024 · published 18 Jul 2024

High-performance computing (HPC), which includes AI accelerators and data-centre processors, rose from 46% of TSMC's net revenue in Q1 2024 to 68% in Q3 2026.

Smartphones moved from 38% to 21% over the same period.

Shares are whole percentages as printed by TSMC and may not add to exactly 100%.

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