A new report has exposed TSMC‘s top 10 revenue contributors. The graph reveals that Apple is the main source of revenue for the semiconductor manufacturing company, accounting for over 25% of the revenue. No other company even comes close.
The piece of data comes from Bloomberg and Digitimes (via IT Home) and reveals that after Apple, it’s MediaTek, AMD, Qualcomm, Broadcom, Nvidia, Sony, Marvell, STM, and ADI that are the top 10 customers in order. However, Apple continues to be the top contributor, with MediaTek grabbing the second with a share of just 5.8%.
Surprisingly, Intel isn’t a part of the top 10 for the chip manufacturer and ranks eleventh with just a 0.84% percent share. This might be changing soon, however, as Intel’s new CEO Pat Gelsinger recently visited Taiwan to meet important supply chain partners, including TSMC.
Intel is looking to secure supply chains and the collaboration with TSMC is is essential to its success. This is mainly because rivals AMD and Nvidia have been using TSMC’s services to already avail better costs and performance, something that Intel currently lags behind in.
The collaboration should reportedly last at least until the 2nm era after 2025. For TSMC, Intel has the opportunity to become the top three customers after 2023 and become one of the main sources of profit.
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