“Today, server AI processor demand, which we define as CPUs, GPUs and AI accelerators that are performing training and inference functions, accounts for approximately 6% of TSMC's total revenue. We forecast this to grow at close to 50% CAGR in the next 5 years and increase to low-teens percent of our revenue in 2027.”
Resolution keys on the 2027 revenue-share figure; TSMC has since run well ahead of this path, with AI accelerator revenue already at a high-teens percent of total revenue in 2025.