Taiwan Semiconductor Manufacturing
TSMQ4 2022(TSM Q3 FY2022)Derived3% AI
AI Revenue %
3%
AI Fair Value
$51.2B
AI Revenue (Q)
$28.6B
Total Revenue (Q)
$952.3B
Analysis
Q3 2022 (Jul-Sep): HPC ~42% of NT$613.1B revenue. H100 entering initial production at TSMC 4nm. AI share of HPC ~7.1%. Math: 0.071 * 42% ≈ 3.0%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI