Taiwan Semiconductor Manufacturing
TSMQ3 2025(TSM Q2 FY2025)Derived19.2% AI
AI Revenue %
19.2%
AI Fair Value
$206.0B
AI Revenue (Q)
$5.5B
Total Revenue (Q)
$28.7B
Analysis
Q2 2025 (Apr-Jun): HPC = 60% of NT$933.8B revenue — highest HPC share on record. Blackwell at full capacity, custom AI ASICs from multiple hyperscalers. AI share of HPC ~32%. Math: 0.32 * 60% ≈ 19.2%. Revenue from manifest: NT$933.79B.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI