Taiwan Semiconductor Manufacturing
TSMQ2 2025(TSM Q1 FY2025)Derived16.5% AI
AI Revenue %
16.5%
AI Fair Value
$174.4B
AI Revenue (Q)
$4.3B
Total Revenue (Q)
$25.8B
Analysis
Q1 2025 (Jan-Mar): HPC ~55% of NT$839.3B revenue. Blackwell in volume production, continued strong demand from NVIDIA, AMD, Google, Amazon, Microsoft custom chips. AI share of HPC ~30%. Seasonal dip in total revenue but AI held steady. Math: 0.30 * 55% ≈ 16.5%. Revenue from manifest: NT$839.25B.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI