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In One Chart | Check Out Which Tech Giants Are Leading the Charge as TSMC's Top Customers

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In One Chart joined discussion · Jun 11 07:29
$Taiwan Semiconductor(TSM.US)$ is experiencing a significant boost in demand, driven by major orders from tech giants such as $Apple(AAPL.US)$ and $NVIDIA(NVDA.US)$.
In One Chart | Check Out Which Tech Giants Are Leading the Charge as TSMC's Top Customers
Apple is making substantial strides into 3nm chip technology, placing orders that are expected to surpass the 50% mark of TSMC's total orders for this advanced process. This move underlines Apple's commitment to innovation and efficiency, particularly in its upcoming A18 chipset series designed for future iPhone models. Despite competition, Apple remains TSMC's top customer, contributing $17.52 billion (25% of TSMC's total revenue in 2023).
NVIDIA has become a crucial client for TSMC, ranking as the semiconductor giant's second-largest revenue source after Apple. The surge in demand for AI technologies has significantly boosted NVIDIA's collaboration with TSMC, resulting in orders worth approximately $7.73 billion, accounting for over 10% of TSMC's total revenue in FY 2023.
Other companies like MediaTek, $Advanced Micro Devices(AMD.US)$, $Qualcomm(QCOM.US)$, $Broadcom(AVGO.US)$, $Sony(SONY.US)$, and $Marvell Technology(MRVL.US)$ also contributed to TSMC's financial success. NVIDIA's strong ties with TSMC and its interest in next-gen processes suggest potential future growth, possibly even surpassing Apple as TSMC's leading customer.
Source: Bloomberg, FPT Semiconductor, WCCFtech
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