According to the newly shared Counterpoint Research report, TSMC, which earns most of its revenue from chips produced for smartphones, will receive a large revenue from its HPC (high performance computing) division in the first quarter of 2022. achieved.
surpasses smartphone division
According to the 2022 first quarter earnings report shared by TSMC this week, the smartphone division of the company, which makes up 40 percent of its revenue, has surpassed the HPC division, which has a share of 41 percent. has left it. Saying that HPC customer revenue increased by 26 percent compared to the previous quarter, TSMC states that its HPC and automotive division makes the company one of the fastest growing industry customers.
TSMC will earn $17 billion from Apple alone in 2022
HPC chips, which require higher clock speeds and power consumption compared to smartphone chips, have a large usage rate on the laptop, desktop and corporate side today. However, among the most important HPC customers of TSMC are Apple, which produces M1 series chips for Macbooks, AMD with Ryzen processors and Nvidia with graphics cards.
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