Taiwan Semiconductor Manufacturing
TSMQ3 2022(TSM Q2 FY2022)Derived2.9% AI
AI Revenue %
2.9%
AI Fair Value
$47.9B
AI Revenue (Q)
$27.6B
Total Revenue (Q)
$952.3B
Analysis
Q2 2022 (Apr-Jun): HPC ~41% of NT$622.3B revenue. H100 announced at GTC Mar 2022 but not yet in production (4nm node, shipping late 2022). AI share of HPC ~7.1% as A100 remained dominant AI chip. Math: 0.071 * 41% ≈ 2.9%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI