Taiwan Semiconductor Manufacturing
TSMQ4 2020(TSM Q3 FY2020)Derived1.2% AI
AI Revenue %
1.2%
AI Fair Value
$14.6B
AI Revenue (Q)
$11.4B
Total Revenue (Q)
$952.3B
Analysis
Q3 2020 (Jul-Sep): A100 ramping on TSMC 7nm. HPC ~33% of NT$356.4B revenue. AI portion of HPC growing to ~3.6% as A100 and TPU production increased. Math: 0.036 * 33% ≈ 1.2%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI