Smartphone platform
22% of 2Q26 net revenue; platform revenue down 4% quarter over quarter
The numbers
Share of net revenue22%2Q26 · Platform revenue down 4% quarter over quarter · source ↗
What it is
Smartphone application processors and related chips made on TSMC's leading-edge and mature nodes for phone makers. It is the second large platform after HPC and is seasonal, with its share moving around new phone launches.
Why it matters to the stock. Smartphone is the second big revenue driver. Its quarterly swing moves TSMC's platform mix and makes the HPC share look larger or smaller, so traders compare it with each quarter's guidance.
News
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