CSIMarket
 
Taiwan Semiconductor Manufacturing Company Limited  (NYSE: TSM)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Taiwan Semiconductor Manufacturing Limited's Customers Performance

TSM



 
TSM's Source of Revenues Taiwan Semiconductor Manufacturing Limited's Corporate Customers have recorded a rise in their cost of revenue by 25.47 % in the 4 quarter 2025 year on year, sequentially costs of revenue grew by 33.1 %. During the corresponding time, Taiwan Semiconductor Manufacturing Company Limited recorded a revenue increase by 37.56 % year on year, While revenue at the Taiwan Semiconductor Manufacturing Company Limited's corporate clients recorded rose by 22.16 % year on year, sequentially revenue grew by 27.72 %.

List of TSM Customers




Taiwan Semiconductor Manufacturing Limited's Customers have recorded a rise in their cost of revenue by 25.47 % in the 4 quarter 2025 year on year, sequentially costs of revenue grew by 33.1 %, for the same period Taiwan Semiconductor Manufacturing Company Limited recorded revenue increase by 37.56 % year on year,

List of TSM Customers

Taiwan Semiconductor Manufacturing Limited's Business Units
Customer A    598.71 % of total Revenue
Customer B    531.35 % of total Revenue




   
Customers Net Income grew in Q4 by Customers Net margin grew to
57.4 % 28.14 %
Customers Net Income grew in Q4 by 57.4 %


Customers Net margin grew to 28.14 %



Taiwan Semiconductor Manufacturing Limited's Customers, Q4 2025 Revenue Growth By Industry
Customers in Aerospace & Defense Industry      31.28 %
Customers in Construction Services Industry      3.57 %
Customers in Miscellaneous Manufacturing Industry      13.46 %
Customers in Industrial Machinery and Components Industry      16.2 %
Customers in Conglomerates Industry      12.1 %
Customers in Electronic Parts & Equipment Industry      21.51 %
Customers in Investment Services Industry    
Customers in Major Pharmaceutical Preparations Industry -46.63 %   
Customers in Communications Services Industry      29.48 %
Customers in Communications Equipment Industry      22.6 %
Customers in Computer Hardware Industry      15.65 %
Customers in Computer Networks Industry      9.83 %
Customers in IT Infrastructure Industry      22.35 %
Customers in Cloud Computing & Data Analytics Industry -3.13 %   
Customers in Scientific & Technical Instruments Industry      7.72 %
Customers in Semiconductors Industry      34.82 %
Customers in Software & Programming Industry      10.96 %
Customers in Consumer Electronics Industry      6.6 %
     
• Customers Valuation • Customers Mgmt. Effect.


Taiwan Semiconductor Manufacturing Limited's Comment on Sales, Marketing and Customers



The company provides wafer fabrication services based on proprietary integrated circuit designs, offering processes such as CMOS logic, mixed-signal, RF, embedded memory, and BiCMOS mixed-signal. Additional services include design, mask making, TSMC 3DFabric advanced silicon stacking and packaging, and testing. Its customers comprise fabless semiconductor companies, system companies, and integrated device manufacturers. The company operates multiple wafer fabrication and advanced backend facilities in Taiwan (Hsinchu Science Park, Central Taiwan Science Park, Southern Taiwan Science Park), the United States, Shanghai, Nanjing, and Japan.





Taiwan Semiconductor Manufacturing Limited’s Comment on Sales, Marketing and Customers


The company provides wafer fabrication services based on proprietary integrated circuit designs, offering processes such as CMOS logic, mixed-signal, RF, embedded memory, and BiCMOS mixed-signal. Additional services include design, mask making, TSMC 3DFabric advanced silicon stacking and packaging, and testing. Its customers comprise fabless semiconductor companies, system companies, and integrated device manufacturers. The company operates multiple wafer fabrication and advanced backend facilities in Taiwan (Hsinchu Science Park, Central Taiwan Science Park, Southern Taiwan Science Park), the United States, Shanghai, Nanjing, and Japan.








TSM's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Taiwan Semiconductor Manufacturing Company Limited 2,265,815.83 121,423.20 54,036.50 70,871
Leidos Holdings Inc 16,697.60 17,329.00 1,432.00 50,000
Netlist Inc 1,838.93 264.53 -7.28 72
Netgear Inc 571.38 696.17 -24.93 784
Nvidia Corp 5,486,224.35 253,491.00 159,613.00 42,000
Nve Corp 493.45 26.33 15.20 152
SUBTOTAL 38,863,702.69 3,545,517.33 913,460.03 4,365,850
126 more clients available

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Sources: Taiwan Semiconductor Manufacturing Company Limited’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Taiwan Semiconductor Manufacturing Company Limited’s corporate clients.
For your research, we’ve provided 9 tables on Taiwan Semiconductor Manufacturing Company Limited corporate clients.
You can find them in the navigation menu under Customers & Markets.
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