Moreover, TSMC’s 5nm process has seen a big explosion. Customers such as Apple, Qualcomm, MediaTek, NVIDIA, and Bitmain continue to expand their orders in the 5nm family. TSMC has decided to put the original 3nm production line.
Furthermore, TSMC’s previously launched price increase mechanism will begin to fully respond after the fourth quarter of 2021. Many customers have actively pre-booked production capacity last year, but some customers have adopted new prices this year to sign long-term contracts due to strategic considerations.
According to the report, as TSMC’s advanced manufacturing process leads in mass-production scale and yield, customers have expanded their adoption and locked in the 7nm family (including 6nm) and the 5nm family (including 4nm). According to a survey by research institute Statista, TSMC’s top three customers last year were Apple (25.4%), Super Micro (9.2%), and MediaTek (8.2%).
In addition, as for TSMC’s fourth to seventh-largest customers, the industry estimates that the proportion will be in the middle, and the ranking is estimated to be Broadcom, Nvidia, Qualcomm, and Intel, which will account for about 7% to 8% of TSMC’s revenue this year. Among them, NVIDIA has grown significantly and is expected to increase significantly from about 5.8% last year.