“ TSMC will build 5nm chips for the iPhone 12, iPad Air, 5G iPad Pro, and any future MacBook or iMac systems Apple launches with its own custom ARM silicon. In 2019, Apple is thought to have accounted for about 20 percent of TSMC’s monthly revenue, making it one of TSMC’s largest customers.”
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>Apple is thought to have accounted for about 20 percent of TSMC’s monthly revenue, making it one of TSMC’s largest customers.
Well, top 5 atleast.
TSMC had about $35b in annual revenue in 2019. Is there another customer who might be ordering more than $7b of chips from them annually? I believe Samsung fabs their own processors, so I’d assume it’d need to be a Chinese OEM?
Yes, yes, no
Given more than 5 customers would put them in the top 3.