Taiwan Semiconductor (TSMC) - The Chipmaker That Runs The World Key Indicators Domain: Semiconductors Comp. (Chip Manf) – Samsung, SMIC, GFS, UMC Growth Segment – HPC AI Chips (Up) Economic Moat – Wide Cyclical - Yes Key Customers (Total 530+) TSMC's revenue is made up of 26% from Apple and 7% from Nvidia. Apple has a 10-year partnership with the chip maker. Apple designs chips for iPhones and Mac computers, while Google designs Tensor Chips for Pixel smartphones. Qualcomm and MediaTek design processors for Android phones. Nvidia designs Gaming and Artificial Intelligence (AI) processors and AMD and Nvidia design advanced processors for Tesla. TSMC chips are also used by major cloud providers like AWS, MSFT, Google, Oracle, and IBM for data centres, networking, and software. Broadcom designs chips for broadband and wireless markets. TSMC is able to offer its customers its manufacturing capabilities in the areas of Smartphones, High-Performance Computing (HPC), Internet of Th
