Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) revenue from its biggest customer last year rose 30.64 percent from the previous year, financial data released by the company on Friday showed.
While the world’s largest contract chipmaker did not identify the customer, it was widely believed to be Apple Inc.
TSMC’s revenue from the customer totaled about NT$529.65 billion (US$17.32 billion) last year, the data showed.
Photo: CNA
It was the first time a single customer contributed more than NT$500 billion to TSMC’s annual revenue.
However, the revenue generated by the customer accounted for 23 percent of TSMC’s total sales, down from 26 percent in 2021.
The chipmaker’s second-largest customer in terms of sales, thought to be US chip designer Advanced Micro Devices Inc (AMD), also saw its contribution fall below 10 percent of TSMC’s total sales, but no further details were released.
Analysts said TSMC’s automotive chip sales last year rose 74 percent from 2021, beating the 59 percent and 28 percent growth in sales of chips used in high-performance computing devices and smartphones respectively, which explains the declines in Apple and AMD’s contributions to TSMC’s sales.
TSMC’s biggest source of revenue last year was the US market, which accounted for 65.96 percent of its total sales at NT$1.49 trillion.
It was followed by China (10.82 percent) at NT$245.17 billion, Taiwan (9.29 percent) at NT$210.47 billion and Japan (5.26 percent) at NT$119.099 billion.
TSMC last year posted a net profit of more than NT$1 trillion for the first time in its history, with net income rising 70.4 percent to NT$1.01 trillion, and earnings per share growing from NT$23.01 to NT$39.2.
South Korea would avoid capitalizing on China’s ban on a US chipmaker, seeing the move by Beijing as an attempt to drive a wedge between Seoul and Washington, a person familiar with the situation said. The South Korean government would not encourage its memorychip firms to grab market share in China lost by Micron Technology Inc, which has been barred for use in critical industries by Beijing on national security grounds, the person said. China is the biggest market for South Korea semiconductor firms Samsung Electronics Co and SK Hynix Inc and home to some of their factories. Their operations in China
GEOPOLITICAL RISKS: The company has a deep collaboration with TSMC, but it is also open to working with Samsung Electronics Co and Intel Corp, Nvidia’s CEO said Nvidia Corp, the world’s biggest artificial intelligence (AI) GPU supplier, yesterday said that it is diversifying its supply chain partners in order to enhance supply chain resilience amid geopolitical tensions. “All of our supply chain is designed for maximum diversity and redundancy so that we can have resilience. Our company is very big and so we have a lot of customers depending on us. And so our supply chain resilience is very important to us. We manufacture in as many places as we can,” Nvidia founder and chief executive officer Jensen Huang (黃仁勳) said in response to a reporter’s question in
DIVERSIFICATION: The chip designer expects new non-smartphone products to be available next year or in 2025 as it seeks new growth engines to broaden its portfolio MediaTek Inc (聯發科) yesterday said it expects non-mobile phone chips, such as automotive chips, to drive its growth beyond 2025, as it pursues diversification to create a more balanced portfolio. The Hsinchu-based chip designer said it has counted on smartphone chips, power management chips and chips for other applications to fuel its growth in the past few years, but it is developing new products to continue growing. “Our future growth drivers, of course, will be outside of smartphones,” MediaTek chairman Rick Tsai (蔡明介) told shareholders at the company’s annual general meeting in Hsinchu City. “As new products would be available next year
BIG MARKET: As growth in the number of devices and data traffic accelerates, it will not be possible to send everything to the cloud, a Qualcomm executive said Qualcomm Inc is betting the future of artificial intelligence (AI) will require more computing power than what the cloud alone can provide. The world’s largest maker of smartphone processors is transitioning from a communications company into an “intelligent edge computing” firm, Qualcomm senior vice president Alex Katouzian said. The edge in question is the mobile device that a user taps to access a network or service, and Katouzian used his time headlining one of the major keynote events at the Computex show in Taipei to make the case for how big a market that would be. The US company’s chips help smartphones harness
RSS