New Dynamics: Meet TSMC’s Top 3 Customers
With its 281 types of process technologies, including advanced nodes, speciality technologies and advanced packaging, TSMC has approximately 500 customers worldwide. As the role of semiconductors expands further into every facet of modern life, one can say that it is those securing TSMC’s advanced process nodes who will lead the tech industry. So far, these are Apple, AMD and MediaTek.
Apple, unsurprisingly, remains the Taiwanese foundry’s biggest customer, thanks to its huge volumes of iPhones, iPads and Apple Watches. The position is unlikely to change as Apple introduces its in-house, ARM-based M1 and M2 chips, gradually phasing out Intel, its partner for the past 15 years. M1 used TSMC’s 5nm node, while M2 might use TSMC’s N5P or N4, according to different reports. With TSMC and Apple long rumored to cooperate on the latter’s Apple Cars, undoubtedly Apple will be maintain its position as TSMC’s largest customer in the foreseeable future.
Beyond Apple, TSMC’s 2nd and 3rd largest customers have recently changed. For risk diversification, Nvidia and Qualcomm are sourcing from both TSMC and Samsung, and their places are filled by AMD and MediaTek.
