TSMC Q2 wafer revenue: 5-nanometer at 33%, 3-nanometer at 30%
TSMC's Q2 wafer revenue was led by 5-nanometer (33%) and 3-nanometer (30%) nodes, with advanced technologies (7-nanometer and above) comprising 77% of total revenue. The 2-nanometer node contributed 3%, signaling early adoption.
*this image is generated using AI for illustrative purposes only.
In the second quarter, TSMC's wafer revenue was driven by advanced technologies, with 5-nanometer and 3-nanometer nodes leading the mix. Shipments of 5-nanometer accounted for 33% of total wafer revenue, while 3-nanometer contributed 30%. The 2-nanometer node, a newer technology, made up 3% of revenue. Advanced technologies, defined as 7-nanometer and more advanced nodes, collectively accounted for 77% of total wafer revenue, highlighting the company's focus on cutting-edge manufacturing.
Wafer Revenue Breakdown by Technology Node
The following table details the percentage contribution of each technology node to TSMC's total wafer revenue in Q2:
| Technology Node | Percentage of Total Wafer Revenue |
|---|---|
| 5-nanometer | 33% |
| 3-nanometer | 30% |
| 7-nanometer | 11% |
| 2-nanometer | 3% |
Advanced Technologies Dominate
Advanced technologies, encompassing 7-nanometer and more advanced nodes, represented 77% of TSMC's total wafer revenue in Q2. This underscores the growing demand for high-performance chips used in applications such as smartphones, data centers, and artificial intelligence. The 2-nanometer node, though still in early stages, shows promise as a future growth driver.
How rapidly is the 2-nanometer node expected to scale in revenue contribution over the next year?
What impact will the high demand for advanced nodes have on TSMC's capital expenditure plans?
How might the increasing mix of advanced nodes influence TSMC's average selling prices and profit margins?
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