The top ten revenue generators at TSMC have been identified in a new report. According to the graph, Apple is the company’s primary source of revenue, accounting for more than 25% of total sales. There isn’t a single competitor who comes close.
Apple, MediaTek, AMD, Qualcomm, Broadcom, Nvidia, Sony, Marvell, STM, and ADI are the top ten customers, according to Bloomberg and Digitimes (via IT Home). Apple, on the other hand, remains the leading contributor, with MediaTek coming in second with only 5.8% of the market.
Intel, however, isn’t in the top ten chipmakers, ranking eleventh with only 0.84% of the market. However, Intel’s new CEO, Pat Gelsinger, recently visited Taiwan to meet with key supply chain partners, including TSMC.
Intel wants to protect its supply chains, and Taiwan Semiconductor Manufacturing Company, Limited’s cooperation is critical to that goal. This is mostly because competitors AMD and Nvidia have been employing TSMC’s services to obtain lower costs and higher performance, which Intel currently lacks.
According to reports, the relationship will endure at least through the 2nm period until 2025. Intel has the potential to become one of TSMC’s top three customers and one of the company’s key sources of profit beyond 2023.
Top 10 Companies and its Working with TSMC:
We have already mentioned the names of the top 10 customers of TSMC above, read below to know their business relations.
Apple
Apple’s collaboration with Taiwan Semiconductor Manufacturing Company, Limited is a symbiotic connection, with the two companies’ proximity benefiting one other while also making it tough for either to break ties.
TSMC has long been an Apple semiconductor partner, producing Apple’s self-designed system-on-chips for iPhones and Apple Silicon Macs. The two companies collaborate exceptionally closely, resulting in numerous benefits for Apple’s devices, such as power savings and improved performance.
MediaTek
Taiwan Semiconductor Manufacturing Company, Limited and MediaTek both hail from Taiwan, as is well known. The two companies, on the other hand, have a long history of collaboration.
MediaTek’s initial concentration was on CD and DVD players, which were in high demand in the late 1990s and early 2000s. Basic processing chips were required for these readers, and MediaTek designed these components, which were then fabricated by the Taiwan Semiconductor Manufacturing Company, Limited. When MediaTek first entered the phone industry in the mid-2000s, it used TSMC production for its chips.
AMD
After years of depending on GlobalFoundries and Taiwan Semiconductor Manufacturing Company, AMD began shifting the manufacturing of its most advanced chips to TSMC in 2018 after GlobalFoundries discontinued its cutting-edge process technologies. All of AMD’s advanced CPUs, GPUs, and SoCs are now manufactured by TSMC utilising the N7 and N6 process technologies, which explains why the chipmaker’s contribution to the foundry’s revenue is increasing in tandem with its sales.
Qualcomm
Qualcomm looks to have moved some of its 5nm and 6nm parts to Taiwan Semiconductor Manufacturing Company. A renowned Weibo leaker provided the information, which was later confirmed by a Digitimes story. This is bad news for Samsung, TSMC’s main competitor, which was only recently awarded the contract to produce Qualcomm’s Snapdragon 888 SoC.
Broadcom
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker, has teamed up with Broadcom Inc., a US-based IC design house, to develop the advanced 5 nanometer (nm) technology in 2020.
Nvidia
In the new year of 2021, NVIDIA switched from Samsung 8nm to TSMC 7nm for the new GeForce RTX 3080 20GB model, as well as the mid-range GeForce RTX 3060 and other series cards.
Sony
The Japanese government applauded TSMC’s announcement on Tuesday that it would establish a $7 billion chip facility in Japan alongside Sony Group (6758.T). Sony has announced a $500 million investment in the facility. According to a press release from the firms, construction of the factory, which will supply semiconductors to Sony’s image sensor division, will begin in 2022, and manufacturing will commence at the end of 2024.
Marvell
In order to move its server-class chips onto the priority queue, Marvell has been collaborating with TSMC. TSMC’s 5-nm node and 2.5D chip-on-wafer-on-substrate (CoWoS) packaging technology will be used to produce more of the company’s products.
STM
STMicroelectronics is a leading global semiconductor serving customers all over the spectrum of electronics applications, and TSMC, the world’s largest dedicated semiconductor foundry, are working together to speed up the development of Gallium Nitride (GaN) process technology and the supply of discrete and integrated GaN devices to market. TSMC’s advanced GaN process technology will be used to create ST’s innovative and strategic GaN products as part of this collaboration.
ADI
In 2012, ADI and TSMC formed a partnership. Analog Devices Inc, a mixed-signal chip maker, and Taiwan Semiconductor Production, a foundry, worked on a 180nm BCD analogue manufacturing process that produced high-precision analogue ICs.
We hope you found this article helpful, do let us know your views below.
Also Read:
