Taiwan Semiconductor Manufacturing
TSMQ3 2021(TSM Q2 FY2021)Derived1.8% AI
AI Revenue %
1.8%
AI Fair Value
$23.5B
AI Revenue (Q)
$17.1B
Total Revenue (Q)
$952.3B
Analysis
Q2 2021 (Apr-Jun): HPC ~35% of NT$372.2B revenue. A100 strong demand from hyperscalers. AI share of HPC ~5.1%. Math: 0.051 * 35% ≈ 1.8%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI