Taiwan Semiconductor Manufacturing
TSMQ4 2023(TSM Q3 FY2023)Derived5.5% AI
AI Revenue %
5.5%
AI Fair Value
$87.3B
AI Revenue (Q)
$52.4B
Total Revenue (Q)
$952.3B
Analysis
Q3 2023 (Jul-Sep): HPC ~42% of NT$546.7B revenue. H100 in full volume production. NVIDIA reported record Data Center revenue in this period. CEO's June 2023 statement of 6% was likely current at this time. AI share of HPC ~13%. Math: 0.13 * 42% ≈ 5.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI