Taiwan Semiconductor Manufacturing
TSMQ1 2022(TSM Q4 FY2021)Derived2.2% AI
AI Revenue %
2.2%
AI Fair Value
$33.8B
AI Revenue (Q)
$20.9B
Total Revenue (Q)
$952.3B
Analysis
Q4 2021 (Oct-Dec): HPC ~37% of NT$438.2B revenue. Strong A100 demand continuing. AI share of HPC ~6%. Full year 2021 AI ≈ 1.9% of revenue — still pre-generative AI boom. Math: 0.06 * 37% ≈ 2.2%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI