TSM · Forward model · Others
What has to happen in Others
Model as of
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Others
Basis quarter$804M
Final quarter$1.16B
Implied CAGR+8%
Final revenue mix1%
$0.8B and 2% of revenue - the residual TSMC does not assign to the five named platforms. Like DCE it is a whole-percentage line and carries the same rounding imprecision. It exists here so the six verticals sum to reported revenue rather than to 98% of it.
Last four quarters
2025 Q3
$662M
Estimated
2025 Q4
$675M
Estimated
2026 Q1
$718M
Estimated
2026 Q2
$804M
Estimated
Unassigned platforms
Sequential growth
+3.0%/qtr
decaying toward +1.5%
3% a quarter. A residual line at 2% of revenue; the rate is a placeholder, not a forecast.
Others
Latest: $1.16B (2031Q2E)
| Period | Value |
|---|---|
| 2024Q3 | $470M |
| 2024Q4 | $538M |
| 2025Q1 | $511M |
| 2025Q2 | $601M |
| 2025Q3 | $662M |
| 2025Q4 | $675M |
| 2026Q1 | $718M |
| 2026Q2 | $804M |
| 2026Q3E | $828M |
| 2026Q4E | $850M |
| 2027Q1E | $871M |
| 2027Q2E | $891M |
| 2027Q3E | $910M |
| 2027Q4E | $928M |
| 2028Q1E | $946M |
| 2028Q2E | $963M |
| 2028Q3E | $980M |
| 2028Q4E | $996M |
| 2029Q1E | $1.01B |
| 2029Q2E | $1.03B |
| 2029Q3E | $1.05B |
| 2029Q4E | $1.06B |
| 2030Q1E | $1.08B |
| 2030Q2E | $1.10B |
| 2030Q3E | $1.11B |
| 2030Q4E | $1.13B |
| 2031Q1E | $1.15B |
| 2031Q2E | $1.16B |
Assumptions & reasoning
- The residual TSMC does not assign to a named platform, at 2% of revenue. It exists in this model so the six verticals sum to reported revenue rather than to 98% of it.
- Like DCE this is a whole-percentage disclosure on a $40B base, so its dollar value carries roughly $200M of rounding either way and its growth rate should not be read closely.