Taiwan Semiconductor Manufacturing
TSMQ3 2024(TSM Q2 FY2024)Derived12.5% AI
AI Revenue %
12.5%
AI Fair Value
$131.9B
AI Revenue (Q)
$2.9B
Total Revenue (Q)
$23.4B
Analysis
Q2 2024 (Apr-Jun): HPC = 52% of NT$673.5B revenue (TSMC's best quarter at that point). AI accelerators driving the HPC surge. AI share of HPC ~24%. B100/B200 orders beginning, H100 still dominant. Math: 0.24 * 52% ≈ 12.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI