I wish this expanded the HPC category. What’s included? Desktop CPUs, GPU cores, FPGAs, etc.? And for “Automotive” and “IoT” do those both contain microcontrollers? Like the same STM32 core could potentially end up in either application.
“Cost of revenue”
um what? You mean expenses?
AKA How a money machine works. That is a jawdropping profit margin.
Shocking that 50% of revenue is netted, incredible.
To put it into context a single fab (factory) can run $20b. They’re building a campus in Arizona and expecting to spend $165b on it.
Gotta make a lot of $15b profits to keep up with that kind of investment.
![[OC] How TSMC made its latest Billions](https://www.europesays.com/wp-content/uploads/2025/10/t5tbqekjelvf1-1920x1024.png)
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Source: [TSMC investor relations](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-10/5db3e377172cf60a48e4a3a2d7fb46963789ec51/FS.pdf)
Tool: [SankeyArt](http://sankeyart.com) sankey chart maker + illustrator
I wish this expanded the HPC category. What’s included? Desktop CPUs, GPU cores, FPGAs, etc.? And for “Automotive” and “IoT” do those both contain microcontrollers? Like the same STM32 core could potentially end up in either application.
“Cost of revenue”
um what? You mean expenses?
AKA How a money machine works. That is a jawdropping profit margin.
Shocking that 50% of revenue is netted, incredible.
To put it into context a single fab (factory) can run $20b. They’re building a campus in Arizona and expecting to spend $165b on it.
Gotta make a lot of $15b profits to keep up with that kind of investment.
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