How profitable are TSMC's nodes: crunching the numbers

By now, most of us are familiar with the fact that TSMC operates a significant amount of trailing edge manufacturing capacity. Long after they have moved on to ever more advanced nodes, they continue to run the older fabs. Editor's Note: Guest author Jonathan Goldberg is the founder of D2D Advisory, a multi-functional consulting firm. Jonathan has developed growth strategies and alliances for companies in the mobile, networking, gaming, and software industries. In 2024, TSMC generated almost 50% of revenue from nodes that are five years or older – 7nm and up. This stands in contrast to Intel, which famously shut down old nodes when moving on to a new process. When Intel made the decision to do this, it made sense for their business model, but now that they are trying to enter the foundry business, that missing capacity is one more obstacle. Still, we were curious as to just how profitable TSMC's older nodes are. The company breaks out revenue by node, but very little beyond that. A ... Read full article.