# Who are TSMC's customers? Who does TSMC earn revenue from?
Canonical: https://valuechain.wiki/tsmc · Facet: customers · Updated: 2026-07-12T05:39:11.636894+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: TSMC's confirmed revenue counterparties include NVIDIA, Apple, Marvell plus 28 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 31 revenue edges, backed by 43 dated sources, 14 of them primary filings (as of 2026-07-12).

### NVIDIA (high)  → /nvidia.md
- metric: Revenue share 19% · 2025 · share of TSMC revenue (NT$726.9B/$23.2B)
- note: TSMC's largest customer (2025). AI accelerator wafers plus CoWoS packaging. NT$726.9B ($23.2B), 19% of revenue, overtaking Apple. 1Q26 update: next-gen AI chips from NVIDIA, AMD and Intel ramped on 3nm and lifted ASP, driving 1Q26 HPC revenue share to a record 61%. N2 (2nm) volume production is slated for 2H26 with NVIDIA in the lineup.
- [confirms] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: largest customer accounted for 19% of 2025 net revenue (second 17%)."
- [confirms] StockTitan (SEC 6-K) (EN, filing, published 2026-04-16) https://www.stocktitan.net/sec-filings/TSM/6-k-taiwan-semiconductor-manufacturing-co-ltd-current-report-foreign--0f919b4a4e07.html: "TSMC 1Q26 revenue was $35.90B (+40.6% YoY), with HPC 61% and smartphone 26%, and node mix of 3nm 25%, 5nm 36%, and 74% from 7nm and below."
- [confirms] ZDNet Korea (KO, news, published 2026-04-16) https://zdnet.co.kr/view/?no=20260416145118: "1Q26 revenue was NT$1.1341tn (+35.1%), operating margin 58.1%, HPC near 61%, node mix 3nm 25%, 5nm 36%, 7nm 13%."
- [confirms] CNBC (EN, news, published 2026-01-26) https://www.cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html: "NVIDIA overtook Apple as TSMC's largest customer, 19% of 2025 revenue (NT$726.9B/$23.2B), up from 12%."
- [confirms] Bloter (KO, news, published 2026-01-23) https://www.bloter.net/news/articleView.html?idxno=652815: "NVIDIA reached about $23.4B, 19% of TSMC revenue, overtaking Apple (17%) as the largest customer, up from 12%. TSMC total revenue about $122.4B (+31.6%)."

### Apple (high)  → /apple.md
- metric: Revenue share 17% · 2025 · share of TSMC revenue (NT$645.1B)
- note: Long-time top customer, now second (2025). Mobile APs. NT$645.1B, 17% of revenue (down from 22%). 1Q26: Apple is cited as a lead early customer for N2 (2nm) 2H26 volume production; smartphone platform share was 26%.
- [mentions] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: second largest customer accounted for 17% of 2025 net revenue."
- [confirms] StockTitan (SEC 6-K) (EN, filing, published 2026-04-16) https://www.stocktitan.net/sec-filings/TSM/6-k-taiwan-semiconductor-manufacturing-co-ltd-current-report-foreign--0f919b4a4e07.html: "TSMC 1Q26 revenue was $35.90B (+40.6% YoY), with HPC 61% and smartphone 26%, and node mix of 3nm 25%, 5nm 36%, and 74% from 7nm and below."
- [confirms] DigiTimes (EN, news, published 2026-01-22) https://www.digitimes.com/news/a20260122VL205/nvidia-tsmc-apple-demand-ceo.html: "Apple fell to second at 17% of revenue (NT$645.1B), down from 22%."

### Marvell (high)  → /marvell.md
- note: Foundry for Marvell's custom AI chips (N2) and CoWoS packaging.
- [confirms] SEC EDGAR (EN, filing, published 2026-03-11) https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm: "Marvell 10-K: reservation arrangements with foundries and substrate partners, uses advanced packaging like CoWoS."
- [mentions] ZDNet Korea (KO, news, published 2025-06-18) https://zdnet.co.kr/view/?no=20250618153332: "Marvell's custom chips on a 2nm node (TSMC)."

### Astera Labs (high)  → /astera-labs.md
- note: Sole foundry for all of Astera's ICs (fabless).
- [confirms] SEC EDGAR (EN, filing, published 2026-02-10) https://www.sec.gov/Archives/edgar/data/1736297/000173629726000010/alab-20251231.htm: "Astera 10-K: TSMC is the sole manufacturing partner for our ICs (no alternative qualified yet)."

### 아마존 (high)  → /amazon.md
- note: Foundry fabricating Amazon’s own Trainium (2/3) AI chips on 5nm/3nm.
- [confirms] Global Economic (KO, news, published 2025-12-03) https://www.g-enews.com/article/Global-Biz/2025/12/202512031904353239fbbec65dfb_1: "Trainium3 is built on TSMC’s advanced node."

### 알칩 (high)  → /alchip.md
- note: Supplies foundry and IP to Alchip.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "Supplies foundry and IP to Alchip Technologies."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "Supplies foundry and IP to Alchip Technologies."

### NXP반도체 (high)  → /nxp.md
- note: Supplies advanced automotive processor foundry to NXP Semiconductors.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=NXPI&type=10-K: "Supplies leading-edge auto-processor foundry to NXP Semiconductors."
- [confirms] KIPOST (KO, news, published 2025-01-01) https://www.kipost.net/news/articleView.html?idxno=204364: "Supplies leading-edge auto-processor foundry to NXP Semiconductors."

### Global Unichip (high)  → /global-unichip.md
- note: Manufactures all GUC ASIC volume (owns 34.8%).
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "Manufactures all GUC ASIC volume (owns 34.8%)."
- [confirms] ETNews (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "Manufactures all GUC ASIC volume (owns 34.8%)."

### 미디어텍 (high)  → /mediatek.md
- note: Supplies foundry, IP and EDA to MediaTek.
- [confirms] MediaTek (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "Supplies foundry, IP and EDA to MediaTek."
- [confirms] Namu (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "Supplies foundry, IP and EDA to MediaTek."

### Qualcomm (high)  → /qualcomm.md
- note: Supplies leading-edge foundry to Qualcomm.
- [confirms] Korea Economic Daily (KO, news, published 2026-01-07) https://www.hankyung.com/article/2026010776221: "Samsung in talks for 2nm foundry."
- [confirms] TrendForce (EN, news, published 2025-03-26) https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/: "Leading-edge Snapdragon volume moved to TSMC."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K: "10-K: QCT chipsets and QTL licensing."

### 대만 국가발전기금 (NDF) (high)
- note: Taiwan’s National Development Fund is the largest single holder (6.38%).
- [confirms] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: Taiwan's National Development Fund is the largest single shareholder (~6.38%)."

### Montage Technology (high)  → /montage.md
- note: Manufactures Montage DDR5 RCD and CXL chips.
- [confirms] DigiTimes (EN, news, published 2026-04-02) https://www.digitimes.com/news/a20260402VL208/2025-ddr5-growth-profit-revenue.html: "Manufactures Montage DDR5 RCD and CXL chips."

### Cerebras (high)  → /cerebras.md
- note: Manufactures Cerebras wafer-scale engines.
- [confirms] TechTimes (EN, news, published 2026-06-11) https://www.techtimes.com/articles/318250/20260611/cerebras-after-its-ipo-how-wafer-scale-chips-challenge-nvidia-inference.htm: "Manufactures Cerebras wafer-scale engines."

### Ambarella (high)  → /ambarella.md
- note: Manufactures Ambarella edge AI vision SoCs.
- [confirms] Ambarella (EN, filing, published 2026-03-01) https://ambarella.gcs-web.com/news-releases/news-release-details/ambarella-inc-announces-fourth-quarter-and-fiscal-year-2026: "Manufactures Ambarella edge AI vision SoCs."

### 샤오미 (XRING) (high)  → /xiaomi.md
- note: XRING O1 3nm (N3E) foundry customer.
- [confirms] DigiTimes (EN, news, published 2025-05-22) https://www.digitimes.com/news/a20250522PD208/xiaomi-xring-soc-tsmc-3nm-production.html: "XRING O1 fabbed on TSMC N3E."

### 웨이얼반도체(윌세미) (high)  → /will-semiconductor.md
- note: Primary foundry fabricating CIS wafers for Will Semiconductor (OmniVision), including high-performance BSI/stacked sensors.
- [confirms] CMB International (EN, research, published 2025-01-01) https://hk-official.cmbi.info/upload/2cb69ddc-4b34-4d3e-b109-4d88d1b7a9b7.pdf: "TSMC is OmniVision's key foundry partner for outsourced CIS wafer fabrication."

### Broadcom (mid)  → /broadcom.md
- note: Foundry for custom AI ASICs.
- [mentions] CNBC (EN, news, published 2026-01-26) https://www.cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html: "Custom AI chip customers such as Broadcom."

### Intel (mid)  → /intel.md
- note: Manufactures some of Intel's chip tiles.
- [confirms] SEC 10-K (EN, filing, published 2026-01-23) https://www.sec.gov/Archives/edgar/data/50863/000005086326000011/intc-20251227.htm: "Intel 10-K: incorporates external foundries (including TSMC) into its products."

### 메타 플랫폼스 (mid)  → /meta.md
- note: Foundry fabricating Meta’s own MTIA AI chips on 5nm.
- [confirms] Tom's Hardware (EN, analysis, accessed 2026-06-20) https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia: "MTIA v2 is produced on TSMC 5nm."

### 소니 반도체 (mid)  → /sony-semiconductor.md
- note: Supplies sensor logic foundry to Sony Semiconductor.
- [confirms] Sony (EN, ir, published 2025-05-01) https://www.sony-semicon.com/en/ir/: "Supplies sensor-logic foundry to Sony Semiconductor Solutions."
- [confirms] Yole (EN, analysis, published 2025-01-01) https://www.yolegroup.com/product/report/status-of-the-cmos-image-sensor-industry-2025/: "Supplies sensor-logic foundry to Sony Semiconductor Solutions."

### 크레도 (mid)  → /credo.md
- note: Supplies DSP foundry to Credo.
- [confirms] Quartz (EN, news, published 2025-01-01) https://qz.com/what-is-driving-credo-technology-s-growth-in-ai-interconnects: "Supplies DSP foundry to Credo Technology."
- [confirms] SEC EDGAR (EN, filing, published 2024-06-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CRDO&type=10-K: "Supplies DSP foundry to Credo Technology."

### 르네사스 (mid)  → /renesas.md
- note: Supplies advanced-process foundry to Renesas.
- [confirms] Renesas (EN, ir, published 2025-03-01) https://www.renesas.com/en/document/rep/financial-report-2024: "Supplies leading-edge foundry to Renesas Electronics."
- [confirms] InfoStock Daily (KO, news, published 2025-01-01) https://www.infostockdaily.co.kr/news/articleView.html?idxno=192706: "Supplies leading-edge foundry to Renesas Electronics."

### 마이크로소프트 (mid)  → /microsoft.md
- note: Foundry fabricating Microsoft’s own Maia AI chips (Maia 100/200) on N5 with CoWoS-S.
- [confirms] ServeTheHome (EN, analysis, published 2024-08-26) https://www.servethehome.com/microsoft-maia-100-ai-accelerator-for-azure/: "Maia 100 is a "TSMC 5nm part" using "TSMC CoWoS-S" packaging."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: Foundry fabricating Google’s own TPU AI chips (Ironwood) on N3P.
- [confirms] TrendForce (EN, analysis, published 2025-11-07) https://www.trendforce.com/news/2025/11/07/news-google-unveils-7th-gen-tpu-ironwood-with-9216-chip-superpod-taking-aim-at-nvidia/: "Ironwood is built on a TSMC process with 192GB of HBM3E."

### Mobileye (mid)  → /mobileye.md
- note: Foundry production of Mobileye EyeQ Ultra.
- [confirms] Mobileye (EN, filing, published 2026-01-29) https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-fourth-quarter-and-full-year-2025-results-and: "Foundry production of Mobileye EyeQ Ultra."

### Analog Devices (mid)  → /analog-devices.md
- note: Manufactures some ADI analog/advanced nodes.
- [confirms] Semicone (KO, news, published 2026-01-01) https://www.semicone.com/article-107.html: "Manufactures some ADI analog/advanced nodes."

### Microchip (mid)  → /microchip.md
- note: Manufactures some Microchip products.
- [confirms] Stockplus (KO, news, published 2026-01-01) https://insight.stockplus.com/articles/5224: "Manufactures some Microchip products."

### Cisco (mid)  → /cisco.md
- note: Manufactures Cisco Silicon One switch chips.
- [confirms] Cisco (EN, filing, published 2025-01-01) https://www.cisco.com/site/us/en/products/networking/silicon-one/index.html: "Cisco Silicon One is Cisco-designed and fabbed externally — switch chips manufactured on TSMC's advanced nodes."

### Phison (mid)  → /phison.md
- note: Manufactures Phison NAND controllers.
- [confirms] Phison (EN, filing, published 2025-07-08) https://www.phison.com/en/investor/financial-information: "Manufactures Phison NAND controllers."

### AMD (mid)  → /amd.md
- note: Foundry for HPC and AI accelerators (MI series). 1Q26: AMD's next-gen AI/HPC parts drive leading-edge demand from 3nm into 2nm and are in the 2nm 2H26 ramp lineup.
- [confirms] StockTitan (SEC 6-K) (EN, filing, published 2026-04-16) https://www.stocktitan.net/sec-filings/TSM/6-k-taiwan-semiconductor-manufacturing-co-ltd-current-report-foreign--0f919b4a4e07.html: "TSMC 1Q26 revenue was $35.90B (+40.6% YoY), with HPC 61% and smartphone 26%, and node mix of 3nm 25%, 5nm 36%, and 74% from 7nm and below."
- [mentions] CNBC (EN, news, published 2026-01-26) https://www.cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html: "HPC customers such as AMD drove TSMC's revenue growth."

### 리얼텍 (팹리스 위탁) (mid)  → /realtek.md
- note: Fabricates the higher-integration, newer Ethernet/networking chips of Realtek, the #7 global fabless — one of many customers, but a slice of the Taiwan fabless-ecosystem demand.
- [mentions] CT Semiconductor (EN, analysis, published 2025-09-01) https://ctsemiconductor.com/umc-the-second-leading-semiconductor-giant-in-taiwan-after-tsmc/: "TSMC is among Realtek's primary manufacturing partners (long-term supply agreements)."

### 포티넷 (mid)  → /fortinet.md
- note: Fabricates Fortinet's proprietary FortiASIC (SPU) security-processing chips at its Taiwan foundry (via Toshiba America and Renesas).
- [confirms] U.S. Securities and Exchange Commission (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1262039/000126203926000007/ftnt-20251231.htm: "Fortinet's proprietary ASICs are built by Toshiba America and Renesas, whose Taiwan foundry is operated by TSMC."

Reverse side: https://valuechain.wiki/tsmc/suppliers.md · Ripple: https://valuechain.wiki/tsmc/ripple.md

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