TSMC is currently the world's largest and most advanced wafer generation plant. The 7nm, 5nm chip on the market is mainly their foundry. Apple is not unexpectedly the first major customer of Taiwan Power, contributing more than 1/4 or more revenue. AMD now exceeds Huawei be a second largest customer.
According to Taiwan media reports, in the past 2021, customers in the United States contributed the revenue of NT $ 1.01 trillion, a year-on-year increase of 24%, accounting for 64%.
Among these customers, the first largest customers contributed 4054.02 billion new Taiwan coins, an increase of 20.37% over the previous year, and TSM does not report the name.However, the industry agreed that it was Apple, and their family accounted for 26% of TSM revenue, far leading other customers.
The second largest customer contributed 153.74 billion new Taiwanese revenue, accounting for more than 10% compared to the first time, TSMP also did not announce the name, but the industry guess is AMD& mdash; & mdash; The previous second largest customer accounting has been less than 10%, while AMD has used 7nm or 6nm technology, and the shipments have risen, and the second is not unexpected.
AMD Selects TSMCC CPU and GPU chip, it is increasingly important in the revenue of TSM, now only apple, this year will launch 5nm Zen4 processor and RDNA3 architectural graphics card, due to higher performance, AMD contribution Revenue will continue to grow.
Speaking of Zen4, there is a rumor called Zen4-based Ruilong 7000 series processor conference in advance, the fastest 5-7 months released, listed before September,However, the latest brokeout said that there is no advance, the progress of the package factory is the same before, and it is necessary to come to the end of the year.