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To be fair...

Apple's their largest customer by about a factor of 5, makes up about a quarter of TSMC's revenue, and probably bought more than half of TSMC's 5nm wafer production last year.

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Definitely Apple makes up a massive part of TSMC’s profit, and whoever replaced them would likely not be willing to pay as much for the privilege. The crazy thing though is that TSMC has a net profit margin of about 41% (and this isn’t a fluke, it hasn’t been below 30% in the last 10 years). Even if they lost Apple and left the foundries empty during their slots, they would still be profitable.

Is there somewhere were I can see the breakdown of their largest customers? I would be curious to see the TSMC customers that trail Apple and by how much.

Digitimes estimates put mediatek in second place.

https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?cnlid=1&id...

I would imagine nvidia and AMD are pretty high up there as well.

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