Taiwan Semiconductor Manufacturing
TSMQ2 2024(TSM Q1 FY2024)Derived9.2% AI
AI Revenue %
9.2%
AI Fair Value
$101.0B
AI Revenue (Q)
$2.2B
Total Revenue (Q)
$23.4B
Analysis
Q1 2024 (Jan-Mar): HPC ~46% of NT$592.6B revenue. H100 supply catching up, massive orders for NVIDIA, AMD MI300, Google TPU v5, Amazon Trainium. AI share of HPC ~20%. Significant jump from Q4 2023 as new AI ASIC designs entered volume production. Math: 0.20 * 46% ≈ 9.2%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI