Qualcomm, AMD "core": TSMC-half revenues will depend on the Chinese customers of TSMC, AMD high-flux-IT information
7nm and TSMC in the 10nm technology node campaigns run, known as the A10 processor orders for pocketed Apple this year, A11 order next year could win the lion's share. But behind all this crisis in TSMC is not small, VVVIP flees Qualcomm customers Samsung, AMD also began to APU, GPU orders turned to old friends such as GlobalFoundries and TSMC have good time, semiconductor companies in the fast-growing County, 2016, TSMC expects half of its revenues from customers in greater China .
Past to TSMC contribution has most revenue of customer main from big Chinese District zhiwai, zhiqian of 20nm process almost to Apple monopoly, let TSMC earned have basin full bowl full, but this hold thigh of business way also full has risk, offends other customer not said, once big customer exit, this pit can on dug Xia has, this two years to TSMC should experience to big customer "mutiny" of taste has's.
TSMC's revenue, non-revenue accounts for as much as 80% in greater China, but the greater proportion gradually increased. News Digitimes, citing supply chain 2016 from greater China (Mainland and Taiwan) Foundry revenues will account for 50%, had equal shares with traditional European and American clients.
TSMC although lost or is lost Qualcomm, and AMD such of big customer, but city and the Taiwan of semiconductor company also to up has, mediatek on not said has, city of Hass, and Spreadtrum also quickly with Shang has TSMC of 16nm FinFET process, which Hass also is global first volume produced 16nm FinFET Plus process of, they to TSMC of orders also in increased, this three home company of chip shipping volume 2016 total almost has 6.7 billion units 。
In addition, the Mainland and Taiwan IC companies are also actively IoT IOT market, TSMC also 8-inch wafer fab in short supply.
According to statistics, Taiwan fabless semiconductor company has just reached 200, but the Mainland's IC design company has more than 400.
Revenue in 2015 TMSC, customer contribution ratio of 68% from North America, other parts of the Asia-Pacific, China, EMEA Europe, Middle East, Japan contributed revenue, 8%, 12%, and 5%, respectively.
In order to seize the city, the semiconductor market, TSMC decided to mainland market by the end of last year, will be built in Nanjing, a 12-inch wafer plant is expected to put into production in 2018, mainly the production of 16nm process chip. While the other side has changed the faction came to power, but this decision will never be blocked, TSMC does not come after all, even a chance to drink the soup after not, own 14nm FinFET technology city, also expected to be in the year 2018 or so mass production.
高通、AMD变“芯”：台积电一半营收将依赖中国客户 - 台积电,AMD,高通 - IT资讯
虽然TSMC在10nm及7nm工艺节点宣传上一路狂奔，号称独吞苹果今年的A10处理器订单，明年的A11订单也能拿下大部分份额。但在这背后，TSMC面临的危机也不小，VVVIP客户高通出逃三星，AMD也开始把APU、GPU等订单转向老朋友GlobalFoundries，还好TSMC遇到了好时机，中国大陆的半导体公司也在快速发展，2016年TSMC预计有一半的营收来自大中华区客户。
以往给TSMC贡献了大多数营收的客户主要来自大中华区之外，之前的20nm工艺几乎给苹果垄断，让TSMC赚得盆满钵满，但是这种抱大腿的经营方式也充满了风险，开罪其他客户不说，一旦大客户抽身，这坑可就挖下了，这两年来TSMC应该体会到大客户“叛变”的滋味了吧。
TSMC的营收比例中，非大中华区营收占比一度高达80%，不过大中华区的比例逐渐提高。Digitimes援引供应链的消息称2016年来自大中华区（大陆及台湾）的代工营收将占到50%，与传统欧美客户平分秋色了。
TSMC虽然失去或者正在失去高通、AMD这样的大客户，不过大陆及台湾的半导体公司也要起来了，联发科就不说了，大陆的海思、展讯也迅速用上了TSMC的16nm FinFET工艺，其中海思还是全球首个量产16nm FinFET Plus工艺的，他们给TSMC的订单也在增多，这三家公司的芯片出货量2016年合计差不多有6-7亿单位。
除此之外，大陆及台湾的IC公司也在积极布局IoT物联网市场，这也让TSMC的8英寸晶圆厂供不应求。
根据统计，台湾地区的无晶圆半导体公司刚刚达到200家，但大陆地区的IC设计公司已经超过400家。
2015年TMSC的营收中，来自北美的客户贡献的比例为68%，亚太其他地区、中国大陆、EMEA欧洲及中东、日本贡献的营收分别是12%、8%、7%及5%。
为了抢占大陆半导体市场，TSMC去年底决定登陆大陆市场，将在南京建设一座12英寸晶圆厂，预计2018年投产，主要生产16nm工艺芯片。虽然对岸已经换了阵营上台，不过这项决策应该不会被阻挡的，毕竟TSMC再不来，以后可能连喝汤机会都没了，大陆自己的14nm FinFET工艺预计也会在2018年左右量产。