TSMC's 2025-2026 Customer Ranking List: The global semiconductor AI application competition is intensifying, and the company estimates that TSMC's 2026 major customer ranking will be reshuffled. Key driver: Broadcom collaborates with OpenAI; Intel partners with Nvidia, outsourcing TSMC orders increase. Apple maintains its core position and is estimated to be TSMC's largest customer by 2024, contributing NT $624.3 billion in revenue (22% of the total). It also guarantees over half of TSMC's 2 nanometer production capacity by 2026, and has taken over all of Baoshan's first 2 nanometer production capacity. Its products may use TSMC's WMCM packaging technology, continuing to be the most advanced and largest user in terms of production capacity.
Estimated ranking by revenue share in 2025: Apple (25% -27%), Nvidia (11%), MediaTek (9%), Qualcomm (8%), AMD AMD AMD (7%), Broadcom (7%), Intel (6%). Estimated rankings for 2026: Apple (22% -25%) remains at the top, Broadcom (11% -15%) jumps from sixth to second, and Nvidia (11%) drops to third; Intel's market share is expected to catch up with Qualcomm and AMD AMD (7%).
In addition, American customers have strong demand for advanced processes, urging TSMC to expand production at its new factory in the United States. TSMC plans to build multiple wafer fabs in the United States, with overseas production capacity accounting for 20% by 2028 and a ratio of approximately 7:3 between Taiwan and the United States for processes below 2 nanometers by 2030, in order to meet customers' needs for off-site backup. TSMC has never commented on individual customer messages.
Subscribe And Save Stay in touch.
