Taiwan Semiconductor Manufacturing
TSMQ3 2023(TSM Q2 FY2023)Derived4.2% AI
AI Revenue %
4.2%
AI Fair Value
$71.5B
AI Revenue (Q)
$40.0B
Total Revenue (Q)
$952.3B
Analysis
Q2 2023 (Apr-Jun): HPC ~42% of NT$480.8B revenue. TSMC CEO stated in June 2023 that AI inference and training chips drove 6% of revenue — this likely referred to run-rate or a nearby quarter. H100 production ramping fast. AI share of HPC ~10%. Conservative estimate below the June 6% figure since that may have been a Q2/Q3 run-rate. Math: 0.10 * 42% ≈ 4.2%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI