Taiwan Semiconductor Manufacturing
TSMQ4 2021(TSM Q3 FY2021)Derived2% AI
AI Revenue %
2%
AI Fair Value
$26.5B
AI Revenue (Q)
$19.0B
Total Revenue (Q)
$952.3B
Analysis
Q3 2021 (Jul-Sep): HPC ~37% of NT$356.4B revenue. A100 demand from cloud providers accelerating. AI share of HPC ~5.4%. Math: 0.054 * 37% ≈ 2.0%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI