TSMC metrics from Copilot- Sales by Customer, Wafers/ month, Dies / wafter , Capacity/ node
The below statement provoked some Q&A with Copilot.
TSMC is a near monopoly in advanced state of the art leading edge semiconductors.
>>>>>>>>>>>>>>>>>>>>>>>>>
TSMC Wafer Sales by Major Customers (2024–2026)
Units: Estimated Wafer Shipments (Millions of 12-inch equivalents)
Customer
| 2024 Actual
| 2025 Forecast
| 2026 Forecast
| Apple
| 3.23M
| 3.60M
| 3.85M
| NVIDIA
| 1.41M
| 2.10M
| 2.50M
| AMD
| 0.90M
| 1.10M
| 1.25M
| Qualcomm
| 0.75M
| 0.85M
| 0.95M
| Broadcom
| 0.60M
| 0.70M
| 0.80M
| Others
| 6.01M
| 7.15M
| 8.15M
| Total
| 12.9M
| 15.5M
| 17.5M
| Revenue: Estimated Sales (USD Billions)
Customer
| 2024 Actual
| 2025 Forecast
| 2026 Forecast
| Apple
| $22.5B (25%)
| $26.5B (24%)
| $29.5B (22%)
| NVIDIA
| $10.1B (11%)
| $16.5B (15%)
| $21.0B (16%)
| AMD
| $7.0B (8%)
| $8.5B (7%)
| $9.5B (7%)
| Qualcomm
| $5.8B (6%)
| $6.5B (5%)
| $7.0B (5%)
| Broadcom
| $4.5B (5%)
| $5.5B (4%)
| $6.0B (4%)
| Others
| $39.7B (45%)
| $52.0B (45%)
| $63.0B (46%)
| Total
| $90.1B
| $115.5B
| $136.0B
| Key Insights
- Apple remains the largest customer, but its share is gradually declining as AI demand surges.
- NVIDIA is the fastest-growing customer, driven by explosive demand for H100/Blackwell GPUs and CoWoS packaging.
- AMD and Broadcom are steady contributors, with AMD gaining share in AI and server markets.
- Qualcomm is stable, with 3nm smartphone SoCs and modem chips.
- Others include MediaTek, Intel (outsourced), Sony, Marvell, and automotive clients.
Monthly Die Output from TSMC Wafers (25k–35k WPM)
............................25 08 25 Jim Analysis TSMC Wafer cost / Spend TSMC v INTC
Assumptions Recap
- Wafer size: 300mm ? ~70,000 mm² usable area
- Yield: 65–70%
- Die sizes: Flagship ~130 mm², Mid-tier ~100 mm², Entry ~70 mm²
Die Output by Tier (Yield-Adjusted)
Tier
| Die Size
| Dies/Wafer
| Yield-Adjusted
| Total Dies @ 25k WPM
| Total Dies @ 35k WPM
| Flagship
| 130 mm²
| ~540
| ~370–400
| ~9.25M–10.0M
| ~13.8M–14.0M
| Mid-tier
| 100 mm²
| ~700
| ~500–525
| ~12.5M–13.1M
| ~17.5M–18.4M
| Entry/IoT
| 70 mm²
| ~1000
| ~700–750
| ~17.5M–18.75M
| ~24.5M–26.25M
| Total
| —
| —
| —
| ~39.25M–41.85M
| ~55.8M–58.65M
| Estimated SoC Output by Tier (Assuming Wafer Allocation)
Tier
| % of Wafers
| SoCs @ 25k WPM
| SoCs @ 35k WPM
| Flagship
| 30%
| ~2.78M–3.0M
| ~4.14M–4.2M
| Mid-tier
| 50%
| ~6.25M–6.55M
| ~8.75M–9.2M
| Entry/IoT
| 20%
| ~3.5M–3.75M
| ~4.9M–5.25M
| Total
| 100%
| ~12.5M–13.3M
| ~17.8M–18.65M
| These totals reflect packaged SoCs ready for integration, assuming binning and test pass rates are consistent with TSMC norms.
Leading-Edge Capacity by Node and Fab Company (2022–2027)
Unit: Thousand 12-inch Wafers per Month (WSPM) Sources: SemiAnalysis, Counterpoint, SEMI, Z2Data, UltraFacility Portal
?? 7nm / N7 / Intel 10nm Equivalent
Company
| 2022
| 2023
| 2024
| 2025
| 2026
| 2027
| Total
| TSMC
| 250
| 270
| 280
| 290
| 290
| 285
| 1,665
| Samsung
| 80
| 85
| 90
| 90
| 85
| 80
| 510
| Intel
| —
| 10
| 40
| 80
| 100
| 120
| 350
| SMIC
| 10
| 15
| 20
| 25
| 30
| 30
| 140
| Node Total
| 340
| 380
| 430
| 485
| 505
| 515
| 2,655
| ... 5nm / N5 / Intel 7 Equivalent
Company
| 2022
| 2023
| 2024
| 2025
| 2026
| 2027
| Total
| TSMC
| 120
| 180
| 220
| 240
| 250
| 250
| 1,260
| Samsung
| 60
| 80
| 100
| 110
| 120
| 120
| 590
| Node Total
| 180
| 260
| 320
| 350
| 370
| 370
| 1,850
| ... 3nm / N3 / Intel 4 Equivalent
Company
| 2022
| 2023
| 2024
| 2025
| 2026
| 2027
| Total
| TSMC
| —
| 20
| 60
| 120
| 180
| 220
| 600
| Samsung
| —
| 10
| 30
| 60
| 90
| 110
| 300
| Intel
| —
| —
| —
| 10
| 40
| 80
| 130
| Node Total
| 0
| 30
| 90
| 190
| 310
| 410
| 1,030
| ... 2nm / Intel 20A / Rapidus (Japan)
Company
| 2022
| 2023
| 2024
| 2025
| 2026
| 2027
| Total
| TSMC
| —
| —
| —
| 20
| 60
| 130
| 210
| Intel
| —
| —
| —
| —
| 10
| 40
| 50
| Rapidus
| —
| —
| —
| —
| —
| 10
| 10
| Node Total
| 0
| 0
| 0
| 20
| 70
| 180
| 270
| ... Grand Totals by Company (All Nodes Combined)
Company
| 2022
| 2023
| 2024
| 2025
| 2026
| 2027
| Total
| TSMC
| 370
| 470
| 560
| 670
| 780
| 885
| 3,735
| Samsung
| 140
| 175
| 220
| 260
| 295
| 310
| 1,400
| Intel
| —
| 10
| 40
| 100
| 190
| 240
| 530
| SMIC
| 10
| 15
| 20
| 25
| 30
| 30
| 140
| Rapidus
| —
| —
| —
| —
| —
| 10
| 10
| Overall Total
| 520
| 670
| 840
| 1,045
| 1,255
| 1,475
| 5,805
| |
