Taiwan Semiconductor Manufacturing Company Limited (TSM) |
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Taiwan Semiconductor Manufacturing Limited's Customers Performance
TSM
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TSM's Source of Revenues |
Taiwan Semiconductor Manufacturing Limited's Corporate Customers have recorded an advance in their cost of revenue by 1.92 % in the 4 quarter 2022 year on year, sequentially costs of revenue were trimmed by -54.16 %. During the corresponding time, Taiwan Semiconductor Manufacturing Company Limited recorded revenue increase by 28.74 % year on year, While revenue at the Taiwan Semiconductor Manufacturing Company Limited's corporate clients recorded rose by 1.57 % year on year, sequentially revenue grew by 4615.67 %.
• List of TSM Customers
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Taiwan Semiconductor Manufacturing Limited's Customers have recorded an advance in their cost of revenue by 1.92 % in the 4 quarter 2022 year on year, sequentially costs of revenue were trimmed by -54.16 %, for the same period Taiwan Semiconductor Manufacturing Company Limited recorded revenue increase by 28.74 % year on year,
• List of TSM Customers
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Customers Net Income fell in Q4 by |
Customers Net margin fell to % |
-7.4 % |
19.03 % |
Taiwan Semiconductor Manufacturing Limited's Comment on Sales, Marketing and Customers
Types of Semiconductors We Manufacture. We manufacture different types of semiconductors
with different specific functions by changing the number and the combinations
of conducting, insulating and semiconducting layers and by defining different
patterns in which such layers are applied on the wafer. At any given point in
time, there are thousands of different products in various stages of fabrication
at our fabs. We believe that the keys to maintaining high production quality and
utilization rates are our effective management and control of the manufacturing
process technologies which comes from our extensive experience as the longest
existing dedicated foundry and our dedication to quality control and process improvements.
Our semiconductors are used for a variety of different applications. The principle
applications include: communication, computer, consumer, and industrial/standard
applications.
Communication. Semiconductors for communication applications are primarily
used in mobile devices (including smartphone), wireless infrastructure and wireline
infrastructure. Communication semiconductor products include, among others,
baseband processor, application processor, radio-frequency IC, image sensor,
small panel driver, fingerprint sensor, connectivity IC, network processor and
ethernet switch.
Computer. Semiconductors for computer applications are mainly used in personal
computers and servers. Computer semiconductor products include, among others,
central processing unit (CPU), graphic processing unit (GPU), hard disk drive
controller and application specific integrated circuits (“ASICs”)
for machine learning, blockchain, and cryptocurrency mining.
Consumer. Semiconductors for consumer applications are used in various consumer
electronics, such as digital televisions, set-top-box, digital cameras and game
consoles. Consumer semiconductor products include, among others, application
specific standard product (ASSP) for digital televisions, set-top-box, digital
cameras, and game consoles.
Industrial/standard. Semiconductors for industrial/standard applications are
used in a wide range of end systems. Industrial/standard semiconductor products
include, among others, micro controller unit (MCU), power management IC, data
converter, programmable logic device (PLD) and flash controller.
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Taiwan Semiconductor Manufacturing Limited's Comment on Sales, Marketing and Customers
Types of Semiconductors We Manufacture. We manufacture different types of semiconductors
with different specific functions by changing the number and the combinations
of conducting, insulating and semiconducting layers and by defining different
patterns in which such layers are applied on the wafer. At any given point in
time, there are thousands of different products in various stages of fabrication
at our fabs. We believe that the keys to maintaining high production quality and
utilization rates are our effective management and control of the manufacturing
process technologies which comes from our extensive experience as the longest
existing dedicated foundry and our dedication to quality control and process improvements.
Our semiconductors are used for a variety of different applications. The principle
applications include: communication, computer, consumer, and industrial/standard
applications.
Communication. Semiconductors for communication applications are primarily
used in mobile devices (including smartphone), wireless infrastructure and wireline
infrastructure. Communication semiconductor products include, among others,
baseband processor, application processor, radio-frequency IC, image sensor,
small panel driver, fingerprint sensor, connectivity IC, network processor and
ethernet switch.
Computer. Semiconductors for computer applications are mainly used in personal
computers and servers. Computer semiconductor products include, among others,
central processing unit (CPU), graphic processing unit (GPU), hard disk drive
controller and application specific integrated circuits (“ASICs”)
for machine learning, blockchain, and cryptocurrency mining.
Consumer. Semiconductors for consumer applications are used in various consumer
electronics, such as digital televisions, set-top-box, digital cameras and game
consoles. Consumer semiconductor products include, among others, application
specific standard product (ASSP) for digital televisions, set-top-box, digital
cameras, and game consoles.
Industrial/standard. Semiconductors for industrial/standard applications are
used in a wide range of end systems. Industrial/standard semiconductor products
include, among others, micro controller unit (MCU), power management IC, data
converter, programmable logic device (PLD) and flash controller.
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 |
706,658.87 |
73,670.40 |
32,323.30 |
45,272 |
Apple Inc |
2,699,587.65 |
385,706.00 |
100,913.00 |
164,000 |
Axcelis Technologies Inc |
3,580.92 |
1,130.60 |
246.26 |
774 |
Analog Devices Inc |
96,421.60 |
11,567.53 |
2,815.83 |
24,450 |
Adtran Holdings Inc |
407.62 |
820.74 |
-117.36 |
2,060 |
Akoustis Technologies Inc |
39.36 |
29.71 |
-69.15 |
205 |
Allegro Microsystems Inc |
5,123.35 |
1,012.19 |
253.12 |
4,063 |
Alpine 4 Holdings Inc |
19.31 |
105.85 |
-20.56 |
0 |
Applied Materials Inc |
174,096.00 |
26,485.00 |
7,158.00 |
33,000 |
Ambarella Inc |
2,014.68 |
239.88 |
-105.35 |
706 |
Advanced Micro Devices Inc |
289,377.09 |
21,738.00 |
854.00 |
15,500 |
Amplitech Group Inc |
18.74 |
15.85 |
-2.83 |
5 |
Alpha And Omega Semiconductor Limited |
587.56 |
638.23 |
-17.15 |
3,340 |
Amphenol Corporation |
71,478.59 |
12,554.10 |
1,945.50 |
90,000 |
Asml Holding Nv |
382,789.33 |
30,865.43 |
8,779.68 |
7,955 |
Amtech Systems Inc |
74.79 |
108.55 |
-12.58 |
503 |
Atomera Incorporated |
144.22 |
0.52 |
-19.79 |
16 |
Audiocodes ltd |
418.10 |
244.38 |
8.78 |
885 |
Aerovironment Inc |
4,064.01 |
577.99 |
32.43 |
663 |
Broadcom Inc |
621,805.83 |
38,865.00 |
11,633.00 |
20,000 |
Avid Technology Inc |
1,195.41 |
413.46 |
12.95 |
1,522 |
Aviat Networks Inc |
457.00 |
355.92 |
15.12 |
704 |
Boeing Co |
116,216.05 |
77,794.00 |
-2,242.00 |
142,000 |
Bandwidth Inc |
456.33 |
600.16 |
2.96 |
1,100 |
Belden Inc |
3,997.80 |
2,512.08 |
242.56 |
8,200 |
Bk Technologies Corporation |
199,105.13 |
74.09 |
-2.23 |
113 |
Calamp Corp |
118.36 |
289.63 |
-21.08 |
840 |
Camtek Ltd |
4,305.95 |
315.38 |
78.63 |
404 |
Casa Systems Inc |
29.54 |
249.41 |
-107.17 |
1,004 |
Ciena Corp |
7,363.87 |
4,367.74 |
228.13 |
5,161 |
Clearfield Inc |
428.85 |
216.03 |
13.01 |
230 |
Cleartronic Inc |
13.61 |
2.23 |
0.06 |
8 |
Clearone Inc |
43.37 |
17.66 |
20.83 |
151 |
Celestica inc |
5,578.31 |
7,960.50 |
244.60 |
28,000 |
Cambium Networks Corp |
118.76 |
264.41 |
-14.56 |
573 |
Comtech Telecommunications Corp |
89.71 |
571.27 |
-40.91 |
1,852 |
Cohu Inc |
1,472.70 |
636.32 |
28.16 |
0 |
Commscope Holding Company Inc |
258.52 |
7,836.40 |
-2,034.60 |
20,000 |
Credo Technology Group Holding Ltd |
3,620.69 |
162.55 |
-33.83 |
382 |
Ceragon Networks Ltd |
272.69 |
347.18 |
6.22 |
905 |
Cirrus Logic Inc |
4,967.15 |
1,788.27 |
176.06 |
1,596 |
Cisco Systems Inc |
202,713.21 |
57,233.00 |
13,442.00 |
83,300 |
Cts Corporation |
1,431.86 |
568.01 |
60.15 |
322 |
Cyberark Software Ltd |
10,951.96 |
751.89 |
-66.50 |
2,400 |
Digi International Inc |
1,106.99 |
-332,356.53 |
15.94 |
790 |
Digital Ally Inc |
7.34 |
30.54 |
-27.55 |
128 |
Danaher Corporation |
184,939.83 |
23,890.00 |
4,764.00 |
80,000 |
Diodes Inc |
3,128.92 |
1,833.71 |
298.90 |
8,586 |
Dish Network Corporation |
3,081.38 |
15,616.45 |
1,303.29 |
14,500 |
Amdocs Limited |
10,821.41 |
4,887.55 |
542.96 |
31,000 |
Dsp Group Inc |
530.62 |
138.10 |
-3.13 |
328 |
Ebang International Holdings Inc |
58.85 |
32.33 |
-45.76 |
262 |
Electronic Systems Technology Inc |
0.00 |
1.54 |
-0.16 |
11 |
Eltek Ltd |
64.40 |
33.82 |
5.04 |
0 |
Emagin Corporation |
171.87 |
27.10 |
-13.32 |
100 |
Extreme Networks Inc |
1,528.15 |
1,366.97 |
94.17 |
2,643 |
Franklin Wireless Corp |
0.00 |
47.36 |
-2.42 |
67 |
Flir Systems Inc |
7,603.05 |
1,940.08 |
235.97 |
4,265 |
Globalfoundries Inc |
28,036.08 |
8,108.00 |
1,446.00 |
14,600 |
Gilat Satellite Networks Ltd |
299.23 |
266.09 |
23.50 |
1,041 |
Corning Inc |
28,212.68 |
12,588.00 |
648.00 |
61,200 |
Gsi Technology Inc |
85.87 |
20.55 |
-19.73 |
157 |
Harmonic Inc |
1,525.89 |
607.55 |
83.99 |
1,244 |
Houston Wire and Cable Co |
88.70 |
269.51 |
-12.97 |
352 |
Infinera Corporation |
1,152.20 |
1,644.25 |
-7.15 |
2,145 |
Inpixon |
3.47 |
12.25 |
-38.16 |
0 |
Intel Corporation |
184,818.83 |
54,228.00 |
1,675.00 |
121,100 |
Ironnet Inc |
0.34 |
27.54 |
-242.65 |
316 |
Iteris inc |
210.60 |
170.06 |
2.49 |
0 |
Itt Inc |
11,325.99 |
3,283.00 |
413.80 |
9,400 |
Jabil Inc |
17,957.67 |
33,454.00 |
789.00 |
161,000 |
Juniper Networks Inc |
12,172.90 |
5,563.90 |
310.20 |
10,191 |
Kaman Corporation |
1,299.62 |
775.85 |
7.95 |
5,258 |
Kimball Electronics Inc |
524.39 |
1,839.63 |
54.65 |
5,700 |
Kla Corporation |
94,951.32 |
9,671.43 |
2,706.40 |
14,000 |
Kvh Industries Inc |
96.81 |
132.38 |
-15.42 |
604 |
Leidos Holdings Inc |
18,039.90 |
15,438.00 |
208.00 |
43,000 |
Semileds Corp |
7.09 |
5.98 |
-2.69 |
187 |
Lumentum Holdings Inc |
3,253.15 |
1,361.30 |
-39.20 |
2,930 |
Lockheed Martin Corporation |
114,733.85 |
67,571.00 |
6,920.00 |
114,000 |
Lam Research Corporation |
127,680.89 |
14,315.39 |
3,458.21 |
17,700 |
Lattice Semiconductor Corp |
10,876.36 |
736.67 |
259.06 |
834 |
Microchip Technology Incorporated |
48,742.34 |
8,539.50 |
2,356.20 |
21,000 |
Minim Inc |
278.06 |
49.93 |
-15.55 |
0 |
Micropac Industries Inc |
34.36 |
30.64 |
0.63 |
0 |
Monolithic Power Systems Inc |
32,519.38 |
1,826.29 |
449.56 |
2,773 |
Everspin Technologies Inc |
173.76 |
61.65 |
7.70 |
90 |
Marvell Technology Inc |
58,994.34 |
5,919.60 |
-163.50 |
3,749 |
Motorola Solutions inc |
60,823.53 |
9,978.00 |
1,714.00 |
18,700 |
Macom Technology Solutions Holdings Inc |
6,862.83 |
625.45 |
74.58 |
1,800 |
Micron Technology Inc |
132,844.50 |
18,312.00 |
-3,767.00 |
48,000 |
Magnachip Semiconductor Corporation |
228.78 |
230.05 |
-36.62 |
2,520 |
Maxim Integrated Products Inc |
28,030.46 |
2,632.53 |
827.26 |
7,115 |
Maxlinear Inc |
1,442.84 |
692.66 |
-73.15 |
753 |
Netlist Inc |
389.93 |
68.39 |
-60.40 |
82 |
Netgear Inc |
464.41 |
800.31 |
-109.14 |
1,008 |
Nvidia Corp |
2,251,332.77 |
60,922.00 |
29,760.00 |
22,473 |
Nve Corp |
411.26 |
35.52 |
21.54 |
45 |
Navitas Semiconductor Corporation |
725.47 |
79.46 |
-145.95 |
162 |
Nxp Semiconductors N v |
62,490.73 |
13,276.00 |
2,822.00 |
31,000 |
Optical Cable Corporation |
22.88 |
67.72 |
-0.17 |
342 |
Okta Inc |
17,084.17 |
1,858.00 |
-815.00 |
5,030 |
On Semiconductor Corporation |
33,764.74 |
8,252.50 |
2,185.60 |
30,000 |
Onto Innovation Inc |
8,915.89 |
849.75 |
157.06 |
1,636 |
Pineapple Energy Inc |
0.63 |
72.84 |
-17.48 |
0 |
Park Aerospace Corp |
327.92 |
52.33 |
9.51 |
387 |
Photronics Inc |
1,752.02 |
896.33 |
209.77 |
1,475 |
Preformed Line Products Company |
606.29 |
693.21 |
73.52 |
2,744 |
Power Integrations Inc |
3,959.48 |
444.54 |
55.74 |
646 |
Parkervision Inc |
20.22 |
0.07 |
9.52 |
45 |
Peraso Inc |
42.03 |
14.56 |
-22.45 |
82 |
Pixelworks Inc |
148.70 |
59.68 |
-26.94 |
215 |
Qualcomm Inc |
190,609.51 |
36,292.00 |
7,764.00 |
51,000 |
Qorvo Inc |
11,133.62 |
-2,561,262.48 |
-821.22 |
8,900 |
Quicklogic Corp |
210.14 |
20.49 |
-0.26 |
89 |
Rubicon Technology Inc |
2.02 |
3.59 |
0.94 |
20 |
Richardson Electronics Ltd |
112.85 |
247.37 |
17.24 |
373 |
Resonant Inc |
296.75 |
2.18 |
-35.97 |
53 |
R F Industries Ltd |
32.27 |
66.50 |
-3.28 |
344 |
Rambus Inc |
6,887.74 |
460.70 |
333.90 |
570 |
Sai tech Global Corporation |
21.53 |
10.64 |
-8.85 |
0 |
Science Applications International Corporation |
6,987.41 |
7,704.00 |
303.00 |
13,000 |
Seachange International Inc |
11.34 |
27.58 |
-5.15 |
286 |
Senseonics Holdings Inc |
328.22 |
19.01 |
-31.64 |
89 |
Sifco Industries Inc |
18.94 |
85.97 |
-9.53 |
465 |
Silicom Ltd |
105.34 |
150.58 |
18.31 |
590 |
Silicon Motion Technology Corporation |
10,116.64 |
945.92 |
172.51 |
1,434 |
Sitime Corporation |
1,992.52 |
143.09 |
-80.54 |
279 |
Silicon Laboratories inc |
4,205.89 |
781.59 |
-34.52 |
1,279 |
Semtech Corp |
1,616.32 |
826.07 |
-436.41 |
1,282 |
Spirit Aerosystems Holdings inc |
3,744.11 |
6,047.90 |
-616.10 |
15,200 |
Skyworks Solutions Inc |
16,747.22 |
4,643.60 |
904.70 |
11,150 |
Synaptics Incorporated |
3,727.90 |
1,143.90 |
-46.60 |
1,775 |
Te Connectivity ltd |
45,363.09 |
16,024.00 |
3,316.00 |
92,000 |
Transphorm Inc |
304.70 |
16.51 |
-40.17 |
108 |
Triumph Group Inc |
1,087.08 |
1,403.35 |
-26.05 |
15,153 |
Transcat Inc |
961.93 |
250.64 |
10.42 |
812 |
Ttm Technologies Inc |
1,542.36 |
2,034.56 |
-70.21 |
29,000 |
Twilio Inc |
11,127.69 |
4,153.93 |
-1,015.44 |
996 |
Texas Instruments Incorporated |
159,177.33 |
17,519.00 |
6,510.00 |
31,000 |
Utstarcom Holdings Corp |
23.46 |
14.05 |
-5.00 |
481 |
Viasat Inc |
2,143.14 |
3,226.46 |
316.68 |
5,200 |
Encore Wire Corporation |
4,289.82 |
2,498.41 |
334.63 |
1,253 |
Westell Technologies Inc |
16.59 |
29.95 |
-2.73 |
114 |
Xilinx Inc |
49,114.19 |
3,676.42 |
928.83 |
4,891 |
Xperi Inc |
466.08 |
589.19 |
-476.65 |
700 |
Zenvia Inc |
94.42 |
143.78 |
-46.17 |
1,085 |
SUBTOTAL |
9,075,707.10 |
-1,665,105.61 |
222,679.09 |
1,893,374 |
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