Taiwan Semiconductor Manufacturing
TSMQ1 2026(TSM Q4 FY2025)Derived18.7% AI
AI Revenue %
18.7%
AI Fair Value
$337.3B
AI Revenue (Q)
$195.6B
Total Revenue (Q)
$1.05T
Analysis
Q4 2025 (Oct-Dec): HPC = 55% of NT$1,046.1B revenue. Full year 2025 AI accelerator revenue = 'high-teens percentage' per C.C. Wei (Q4 2025 earnings call). AI share of HPC ~34%. Full year weighted average check: (16.5*839 + 19.2*934 + 19.4*990 + 18.7*1046) / (839+934+990+1046) = ~18.5%, consistent with 'high teens' (~18-19%). CAGR raised to mid-to-high 50s% from 2024-2029. Math: 0.34 * 55% ≈ 18.7%.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI