Taiwan Semiconductor Manufacturing
TSMQ2 2021(TSM Q1 FY2021)Derived1.5% AI
AI Revenue %
1.5%
AI Fair Value
$19.1B
AI Revenue (Q)
$14.3B
Total Revenue (Q)
$952.3B
Analysis
Q1 2021 (Jan-Mar): HPC ~34% of NT$362.4B revenue. A100 demand accelerating. AI share of HPC ~4.4%. Large language model training demand growing (GPT-3 released Jun 2020). Math: 0.044 * 34% ≈ 1.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI