“Even after more than tripling in 2024, we forecast our revenue from AI accelerator to double in 2025, as the strong surge in AI-related demand continues.”

C.C. WeiCEO

Chairman and CEO, TSMC

TSMC's 2025 revenue rose 35.9% to $122.4 billion and AI accelerators moved from a 'close to mid-teens' share of revenue in 2024 to a 'high-teens' share in 2025, implying roughly 70-85% growth in AI accelerator revenue — very strong, but short of the forecast doubling.