“For the next 5 years, we forecast it [server AI processor revenue] to grow at 50% CAGR and increase to higher than 20% of our revenue by 2028.”
AI accelerator revenue reached a high-teens percent of TSMC's total revenue in 2025, leaving the >20%-by-2028 target on track; TSMC has since raised its five-year AI CAGR guidance to the mid-to-high 50s.