Taiwan Semiconductor Manufacturing
TSMQ4 2024(TSM Q3 FY2024)Derived14.3% AI
AI Revenue %
14.3%
AI Fair Value
$153.4B
AI Revenue (Q)
$3.3B
Total Revenue (Q)
$23.4B
Analysis
Q3 2024 (Jul-Sep): HPC = 51% of NT$759.7B revenue. AI accelerator demand intensifying with Blackwell (B100/B200) entering production. AI share of HPC ~28%. Math: 0.28 * 51% ≈ 14.3%. Revenue from manifest: NT$759.69B.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI