TSM has more than 500 customers and the top 11 customers in 2021 below contributed more than 53% of revenue . But the 2 most potential customers to contribute revenues, namely, Nvidia and Intel, only make up less than 4% total in 2021. What if Samsung outsources from TSM in the future? Crazy idea, I know, and TSM does not need Samsung, but just to show how powerful TSM is. GO TSM!!!
TOP11 2021
AAPL 25.93%
Media Tech 5.80%
AMD 4.39%
QCOM 3.90%
AVGO 3.77%
NVDA 2.83%
Sony 2.54%
MRVL 1.39%
STMI 1.38%
ADI 1.06%
INTC 0.84%
Total: 53.83%$Taiwan Semiconductor Manufacturing(TSM)$
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Comments
"PRICED IN" you people need to learn what is priced in.