Taiwan Semiconductor Manufacturing
TSMQ2 2020(TSM Q1 FY2020)Derived0.8% AI
AI Revenue %
0.8%
AI Fair Value
$9.0B
AI Revenue (Q)
$7.6B
Total Revenue (Q)
$952.3B
Analysis
Q1 2020 (Jan-Mar): TSMC HPC ~30% of revenue (NT$310.6B). AI accelerators (primarily Google TPU v3, some NVIDIA V100 inference chips) were a very small fraction of HPC. A100 had not yet launched (May 2020). AI training/inference chips estimated at ~2.5% of HPC = ~0.8% of total revenue. Conservative: no A100 yet, pre-ChatGPT era. Math: 0.025 * 30% = 0.8%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI