The article also contains an interesting chart from Credit Suisse. This is data I haven't seen before, a list of estimates of TSMC's biggest clients. It's well-known that Apple is one of TSMC's biggest clients and it's really interesting to see how Apple towers over everyone else. Apple is estimated to account for 22.7 percent of TSMC's revenue this year, making it over twice as large as the second-biggest client. Qualcomm is ranked second with 9.6 percent, followed by Huawei's HiSilicon at 8.9 percent.
AMD and NVIDIA are relatively smaller clients at TSMC. The former is expected to account for about 7.8 percent of TSMC's 2020 revenue, while NVIDIA is anticipated to account for 6.1 percent.