Taiwan Semiconductor Manufacturing
TSMQ2 2023(TSM Q1 FY2023)Derived3.5% AI
AI Revenue %
3.5%
AI Fair Value
$60.1B
AI Revenue (Q)
$33.3B
Total Revenue (Q)
$952.3B
Analysis
Q1 2023 (Jan-Mar): HPC ~44% of NT$508.6B revenue. Post-ChatGPT AI chip orders surging but H100 still ramping. Q1 was seasonally weak. AI share of HPC ~8%. Math: 0.08 * 44% ≈ 3.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI