Taiwan Semiconductor Manufacturing
TSMQ3 2020(TSM Q2 FY2020)Derived1% AI
AI Revenue %
1%
AI Fair Value
$11.7B
AI Revenue (Q)
$9.5B
Total Revenue (Q)
$952.3B
Analysis
Q2 2020 (Apr-Jun): A100 launched May 2020 but wafer production was just beginning. HPC ~31% of NT$310.7B revenue. AI share of HPC growing slightly to ~3.2% as Google TPU v3 orders continued and initial A100 production started. Math: 0.032 * 31% ≈ 1.0%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI