The third-quarter results for Taiwan Semiconductor Manufacturing (NYSE: TSM) are in, and investors have plenty of reasons to be excited. TSMC reported Q3 revenue of $46.72 billion, a 41.2% increase from a year ago. Net income jumped 68.7%, while the company's gross profit margin reached 66.4%. Those are impressive numbers by any measure, particularly for a company of TSMC's size. But there's another figure buried in the company's earnings presentation that I think is even more important. High-performance computing (HPC) accounted for a whopping 68% of TSMC's quarterly revenue, with sales in that business increasing 22% from Q2. That tells us quite a bit about where TSMC's growth is coming from -- and why its artificial intelligence (AI) business remains such an important opportunity for investors.
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