Recently, digitimes released a piece of data from Bloomberg, exposing the proportion of revenue contribution of TSMC's top 10 customers. As can be seen from the figure, Apple is the absolute main source of revenue for TSMC customers, accounting for more than 25%. Intel is currently ranked eleventh, accounting for only 0.84%.
Semiconductor practitioners said that in addition to Apple, Intel will be the second TSMC large customer using the 3nm process, and for the production capacity is quite urgent, with Intel HPC large orders, huge investment cost recovery is accelerated, it is expected that in 2023 Intel will have the opportunity to rank among the top three customers of TSMC, becoming one of the main profits of TSMC.
At the same time, Intel CEO Kissinger was recently exposed to visit TSMC to finalize 3nm foundry capacity.
In addition, according to digitimes, semiconductor practitioners said that Intel's cooperation with TSMC should continue at least until 2025 after 2025, and for TSMC, Intel has the opportunity to jump to become one of the top three customers after 2023 and become one of the main profits.
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