TSMC Revenue By Region: North America, Asia Pacific, EMEA, China, and Japan

Microchips. Pexels Image.

This article covers the revenue distribution of Taiwan Semiconductor Manufacturing Company Limited (TSMC) across North America, Asia Pacific, EMEA, China, and Japan. These regions are highlighted due to their significant revenue contributions.

Let’s look at the numbers!

You may find related statistic of TSMC on these pages:

Revenue

• TSMC revenue by product category: wafer sales and others,
• TSMC revenue by country: U.S., China, Taiwan, Japan, etc.,
• TSMC revenue by process node: 3nm, 5nm, 7nm, 10nm and more,
• TSMC revenue by market: HPC, Smartphone, IoT, Automotive, etc.,

R&D Comparison

• TSMC vs Intel,
• TSMC vs Samsung,

Profit Margin Comparison

• TSMC vs Intel,
• TSMC vs Samsung,

Please use the table of contents to navigate this page.

Definitions

To help readers understand the content better, the following terms and glossaries have been provided.

New Taiwan Dollar (TWD): The New Taiwan Dollar (TWD), abbreviated as NT$, is the official currency of Taiwan.

It is used in all forms of transactions within the country, from daily expenses to business dealings. The New Taiwan Dollar is issued by the Central Bank of the Republic of China (Taiwan) and is subdivided into 100 cents.

Its symbol is NT$, and it is known for its stability and wide acceptance in the region. The exchange rate of TWD to USD is NT$1,000 to US$30.30.

EMEA: EMEA stands for Europe, Middle East, and Africa.

Revenue By Region: TSMC categorizes its net revenue mainly based on the countries where the customers are headquartered, which may be different from the countries to which it actually sells or ships its products or different from where products are actually ordered.

Back To Table Of Contents

Insight & Summary of TSMC’s Revenue By Region

The following analysis consolidates the trends observed across TSMC’s revenue by region for the 2018–2025 period.

• North America is TSMC’s dominant and increasingly concentrated revenue driver. From NT$637.1B (61.8% share) in 2018, it reached NT$2,875.3B (75.5%) in 2025 — a 4.5x absolute increase and a 13.7 percentage-point share expansion over the period. The 3-year average growth of 25.2% is the highest among all regions, powered by AI chip demand from hyperscalers and fabless semiconductor leaders headquartered in the US. North America is, by wide margin, the defining axis of TSMC’s growth story.

• China is the second-largest region by revenue but the most geopolitically sensitive. From NT$175.8B in 2018, it peaked at NT$331.7B in 2024 before dipping slightly to NT$327.5B in 2025. Its revenue share, however, has compressed sharply — from 19.4% in 2019 to just 8.6% in 2025 — reflecting both the surge in North America’s base and the structural impact of US export restrictions constraining advanced-node sales into China. Despite a 3-year average growth of 10.6%, the trajectory is flattening, and China’s declining mix share signals a managed reduction in strategic dependence.

• Asia Pacific is the most volatile region in TSMC’s portfolio. Revenue swung from NT$174.9B in 2023 down sharply (-27.5% growth that year) before rebounding strongly to NT$329.3B by 2025. Its 3-year average growth of 16.9% is respectable but masks significant year-to-year variability, likely driven by inventory cycles among Asian ODMs and consumer electronics customers. At 8.6% of revenue in 2025, it holds a niche but cyclically exposed position.

• Japan has been a steady if modest contributor. Revenue grew from NT$58.1B in 2018 to NT$150.4B in 2025, a 2.6x increase, with consistent but unspectacular 3-year average growth of 8.1%. Revenue share has remained range-bound at 4–6%, with a slight drift downward to 3.9% in 2025 as North America’s share expansion dilutes smaller regions. TSMC’s physical presence in Japan (via the Kumamoto fab) could shift this dynamic in coming years, though this is not yet reflected in the revenue mix.

• EMEA is the weakest performer among the five regions. Absolute revenue has been essentially flat — NT$71.1B in 2018 to NT$126.6B in 2025, with a contraction in 2024 before recovering. Its mix share has compressed from 6.9% to 3.3%, and the 3-year average growth of just 1.9% signals limited demand momentum from European semiconductor customers. The region’s exposure to automotive and industrial end-markets, which are facing cyclical softness, is a likely contributing factor.

• Structural takeaway: TSMC’s geographic revenue profile is becoming progressively more America-centric. North America’s 75.5% share in 2025 — up from 61.8% in 2018 — reflects both organic demand concentration in AI and a deliberate or effective de-risking away from China. All other regions are effectively losing share to North America. For investors, this concentration amplifies both the upside of US AI capex cycles and the downside risk should that cycle turn.

The table below combines all TSMC’s revenue by region metrics into a single view for the latest 3 periods.

Back To Table Of Contents

Revenue Numbers (NT$): North America, Asia Pacific, EMEA, China, Japan, and Total

The definition of TSMC’s revenue by country is available here: revenue by region and EMEA.

TSMC reports its financial statements primarily in New Taiwan Dollars (TWD). You can find more information about the currency exchange rates between TWD and the US dollar here: New Taiwan Dollar (TWD).

Back To Table Of Contents

Revenue Numbers (US$): North America, Asia Pacific, EMEA, China, Japan, and Total

The definition of TSMC’s revenue by country is available here: revenue by region and EMEA.

The conversion from New Taiwan Dollars (TWD) to USD is 0.032.

Back To Table Of Contents

Revenue Mix: North America, Asia Pacific, EMEA, China, Japan, and Total

Back To Table Of Contents

Revenue Growth: North America, Asia Pacific, EMEA, China, Japan, and Total

Back To Table Of Contents

Credits and References

1. All financial figures presented were obtained and referenced from TSMC’s annual reports published on the company’s investor relations page: TSMC Annual Reports.

2. Pexels Images.

Back To Table Of Contents

Disclosure

We may utilize the assistance of artificial intelligence (AI) tools to produce some of the text in this article. However, the data is directly obtained from original sources (usually the company’s quarterly and annual reports) and meticulously cross-checked by our editors multiple times to ensure its accuracy and reliability.

If you find the information in this article helpful, please consider sharing it on social media. Additionally, providing a link back to this article from any website can help us create more content like this in the future.

Thank you for your support and engagement! Your involvement helps us continue to provide high-quality, reliable content.

Back To Table Of Contents