HPC platform (AI accelerators and CPUs)

TSMC's high-performance computing platform covers AI accelerators, server CPUs and other data-center chips made for customers that design them. It is TSMC's largest platform by revenue share and is the main reason leading-edge nodes and advanced packaging are sold out.

Why it matters to the stock. HPC sets the direction of TSMC's leading-edge demand, capex and packaging needs. Management said on the 2Q26 call that AI demand is extremely robust and that agentic AI is also driving renewed CPU demand alongside accelerators. HPC is a broad platform category, so its share is not a pure measure of AI-chip revenue.