Taiwan Semiconductor Manufacturing
TSMQ1 2023(TSM Q4 FY2022)Derived3.5% AI
AI Revenue %
3.5%
AI Fair Value
$64.8B
AI Revenue (Q)
$35.9B
Total Revenue (Q)
$1.03T
Analysis
Q4 2022 (Oct-Dec): HPC ~44% of NT$625.5B revenue. ChatGPT launched Nov 2022, sparking unprecedented AI demand. H100 in early volume production. AI share of HPC ~8%. Full year 2022 AI ≈ 3.0% — still early but inflecting. Math: 0.08 * 44% ≈ 3.5%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI