Taiwan Semiconductor Manufacturing
TSMQ2 2022(TSM Q1 FY2022)Derived2.5% AI
AI Revenue %
2.5%
AI Fair Value
$40.6B
AI Revenue (Q)
$23.8B
Total Revenue (Q)
$952.3B
Analysis
Q1 2022 (Jan-Mar): HPC = 41% of NT$491.1B revenue — first quarter HPC surpassed smartphones. AI share of HPC ~6.1% as A100 demand remained strong pre-H100. Math: 0.061 * 41% ≈ 2.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI