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TSMC revenue share trends by manufacturing process node
Saturday, January 17, 2026 at 05:10 AM
A report on the Taiwanese semiconductor industry details the historical shifts in revenue share across TSMC's various manufacturing process nodes.
Context
TSMC reported record fourth-quarter 2025 results on January 15, with revenue climbing to $33.73 billion, a 25.5% year-over-year increase. The shift toward high-margin advanced nodes has reached a tipping point, as technologies at 7nm or below now account for 77% of total wafer revenue. Specifically, 3nm process technology surged to 28% of the mix, while the 5nm node remained the leading contributor at 35%.
This transition is fueled by persistent demand for high-performance computing (HPC) and AI, which now represents 55% of the company’s business. To maintain its dominance, TSMC successfully entered high-volume manufacturing of 2nm chips in late 2025 and raised its 2026 capital expenditure budget to a record $52–$56 billion. This massive investment supports management’s forecast of nearly 30% revenue growth in 2026, confirming that advanced node leadership remains the primary catalyst for the global semiconductor supply chain.
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