AMD becomes TSMC’s second-largest customer with over 10% revenue share at foundry as 7nm to 5nm switchover underway

TSMC, the world’s largest foundry, is more dependent than ever on American chipmakers, and vice versa. In 2021, the Taiwanese foundry earned NT$1.01 trillion from its US customers, with Apple and AMD accounting for over 36% of its overall revenue share. This represents a 24% increase in annual revenue over the prior year and a 64% increase in US chipmaker share.

Apple was unsurprisingly the biggest contributor to that figure, accounting for more than a quarter of TSMC’s overall revenue in 2021. The Cupertino giant contributed an incredible NT$405.402 billion to the revenue. business of the main foundry, an increase of 20.37% over the previous year.

With Huawei more or less irrelevant, AMD has become TSMC’s second customer. x86 IC company contributed NT$153.74 billion to TSMC’s revenue in 2021, representing for the very first time more than 10% of its overall revenues. It should be noted that AMD’s entire wallet was manufactured on TSMC’s N7 process, with a few queues leveraging the N6 node as well. The chipmaker is set to migrate to the N5 process later this year on the CPU and GPU fronts simultaneously.

AMD is expected to announce the Ryzen 7000 processors in the third quarter of the year, with an expected launch late in the third or fourth quarter. Radeon RX 7000 GPUs which are said to take advantage of a chiplet (modular) design are also slated for a late 2022 release. In addition to the N5 process, low-end SKUs would also use the N6 node.

N6=6nm, N5=5nm.

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