Taiwan Semiconductor Manufacturing
TSMQ1 2021(TSM Q4 FY2020)Derived1.3% AI
AI Revenue %
1.3%
AI Fair Value
$17.5B
AI Revenue (Q)
$13.3B
Total Revenue (Q)
$1.03T
Analysis
Q4 2020 (Oct-Dec): A100 in full production. HPC ~33% of NT$361.5B revenue. AI share of HPC ~4% as data center AI chip demand grew. Full year 2020 AI revenue estimated at ~1.1% of total, consistent with pre-boom era. Math: 0.04 * 33% ≈ 1.3%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI