Motley Fool performed a deep diving in TSMC revenues through technology, platform and geography. This is what he found.

• The semiconductor manufacturer in Taiwan is 60 % of its sales by manufacturing some of the most advanced semiconductors in the market.

• The company has an estimated 90 % of the advanced processor market, and more than half of its revenue comes from high -performance computing space.

• TSMC often sells technology companies in North America, and trillion dollars can spend by 2030 to build new data centers of artificial intelligence.

• 10 shares we love are better than manufacturing Taiwan semi -conductors ›

Taiwan semiconductor manufacturer (Nyse: tsm)Also known as TSMC, it is one of the first manufacturers of advanced processors, which many use artificial intelligence. The strong situation of the company in this field has led to the past few years to increase the price of stocks by 200 % over the past three years.

recently Search from a mine foolish Some sheds light on how TSMC manufacturing technology is a step forward, how it makes the majority of its revenues, and where most of its customers are. More importantly, all of these factors work together to distinguish TSMC from competition and make their shares smart they own for years to come.

TSMC manufactures some of the most advanced processors in the world, and shows the collapse of the company’s revenues, the amount that comes from the various manufacturing capabilities. Chips companies use the term chips to describe the number of transistors that will suit them on semiconductors, with the NM (NM) unit. In general, smaller, the more the processor progresses.

Below is a snapshot of the five best revenues in Taiwan Semiconductor, depending on the size of the chip:

Data source: Taiwan semiconductors.

This revenue composition is important to highlight it because it indicates that 60 % of the company’s semiconductor sales of the company is one of the smallest and most advanced processors (3NM and 5NM) in the market.

There is no other company that compares it with the ingenuity of manufacturing in TSMC, and is likely to continue to bypass the competition. TSMC has already signed 15 transactions with technology companies to manufacture 2NM, leaving competitors, including SamsungFar away.

The importance of technology behind TSMC revenues are the technologies that treat the processors. If we go back five years, smartphones are the power of driving revenue for TSMC. Now, it is a high performance computing (think about artificial intelligence databases).

The company has dominated the manufacture of advanced processors well, in fact, so that TSMC makes an estimated 90 % of the world’s most advanced processors.

Below is the distribution of the company’s revenues during the past four quarters:

Data source: Taiwan semiconductors.

TSMC’s, which makes the majority of its revenues from high -performance computing is important because it shows that the company has successfully adapted to times, and the transition from the previously dominant smartphone sector to sales from slides to artificial intelligence data centers.

There can be more growth on the way as well, taking into account that the semiconductor commander Nafidia You think technology companies can spend up to 4 trillion dollars On the infrastructure of the artificial intelligence data center over the next five years.

There are semiconductor Taiwan, as I thought about Taiwan, but the vast majority of its sales come from selling treatments to North American companies. About five years ago, North America represents a little more than half of TSMC sales, but this jumped to 75 % currently. China and the Asia Pacific region are equivalent to second place with only 9 % for each of them.

Why is this important? Some of the most advanced artificial intelligence companies, including NVIDIA, Openai, Microsoftand DeadAnd alphabetIt is based in North America. Taiwan’s semiconductor transformation towards sales in this geographical region is a reflection of the company in attracting the world’s leading artificial intelligence companies to obtain their chips by TSMC.

With the allocation of TSMC estimated at about 90 % of the most advanced processors in the world, the company outperformed manufacturing, and artificial intelligence companies desired to spend trillion dollars to create and upgrade databases, TSMC is in a good position to be a wonderful stock of artificial intelligence for years to come.

Just keep in mind that the stellar gains that TSMC have witnessed over the past few years have been the result of the early artificial intelligence municipality, which means that future returns may not be impressive.

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Chris Niger He has no position in any of the mentioned stocks. Motley Fool has positions in the ALPHABET, Intel, Meta Protects, Microsoft, Nvidia and Taiwan Semiductor. The Motley Fool recommends the following options: Long January $ 2026 $ 395 calls on Microsoft, January 2026, $ 405 on Microsoft, and shortcorship of $ 212 at Intel. Motley deception has Disclosure.

Motley Fool performed a deep diving in TSMC revenues through technology, platform and geography. This is what he found. It was originally published by Motley Fool