Concentration of sales among major customers
First written in FY2017. . Latest entry: FY2026.
The whole theme swung hardest in 2025: 7 of 18 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- FY2026Revenue shares of the 3 major customers are convergingAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 49,244 21.4 Intel Corporation 47,692 20.7 Samsung Electronics Co., Ltd. 46,528 20.2」
The major customers' shares of revenue were TSMC 21.4%, Intel 20.7%, and Samsung 20.2%, changing from the previous fiscal year's composition of Intel 33.3%, TSMC 26.3%, and Samsung 19.9%. - FY2025Changes in Major Customer MixAnnual report
「Intel Corporation 83,718 33.3 Taiwan Semiconductor Manufacturing Company Limited 66,050 26.3 Samsung Electronics Co., Ltd. 49,982 19.9」
Intel's share of revenue increased from 27.7% in the previous fiscal year to 33.3%, while TSMC's declined from 31.9% to 26.3% and Samsung's from 23.0% to 19.9%. - FY2024Changes in Major Customer MixAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 68,045 31.9 Intel Corporation 59,210 27.7 Samsung Electronics Co., Ltd. 49,083 23.0」
TSMC, Intel, and Samsung accounted for 31.9%, 27.7%, and 23.0% of revenue, respectively. Compared with the previous fiscal year, TSMC's share declined from 33.9%, while Samsung's increased sharply from 11.7%. - FY2023Changes in Major Customer MixAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 51,782 33.9 Intel Corporation 48,003 31.4 Samsung Electronics Co., Ltd. 17,871 11.7」
TSMC's share of revenue changed from 20.8% in the previous fiscal year to 33.9%, Intel's from 31.6% to 31.4%, and Samsung Electronics' from 24.1% to 11.7%. - FY2022Changes in Major Customer MixAnnual report
「Intel Corporation 28,568,182 31.6 Samsung Electronics Co., Ltd. 21,750,024 24.1 Taiwan Semiconductor Manufacturing Company Limited 18,833,531 20.8」
Intel's share of revenue increased from 14.7% in the previous fiscal year to 31.6%, and Samsung Electronics' share increased from 20.0% to 24.1%. TSMC's share, meanwhile, declined from 25.1% to 20.8%. - FY2021Changes in Major Customer MixAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 17,625,559 25.1 Samsung Electronics Co., Ltd. 14,042,702 20.0 Intel Corporation 10,331,699 14.7」
TSMC's share of revenue declined from 42.0% in the previous fiscal year to 25.1%, while Samsung Electronics' share increased from 11.1% to 20.0%. Intel accounted for 14.7%, changing the composition of major customers. - FY2020Increased revenue concentration among major customersAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 17,891,194 42.0 Intel Corporation 6,337,393 14.9 Samsung Electronics Co., Ltd. 4,745,186 11.1」
TSMC's share of revenue increased from 23.9% in the previous fiscal year to 42.0%, while Intel newly exceeded 10%, accounting for 14.9%. Revenue concentration among major customers increased. - FY2019Changes in Major Customer MixAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 6,868,898 23.9 Samsung Electronics Co., Ltd. 4,666,252 16.2」
TSMC's share of revenue declined from 30.3% in the previous fiscal year to 23.9%, while Samsung Electronics' share increased from 11.2% to 16.2%. - FY2018Changes in Major Customer MixAnnual report
「Taiwan Semiconductor Manufacturing Company Limited 6,446,330 30.3 Samsung Electronics Company Limited 2,369,927 11.2」
TSMC accounted for 30.3% of revenue for the current fiscal year and Samsung Electronics for 11.2%. 信越化学工業株式会社, which accounted for 16.2% in the previous fiscal year, fell below 10% in the current fiscal year, changing the composition of major customers. - FY2017First statedAnnual report
「Taiwan Semiconductor Manufacturing Company Limited ¥5,398.124 million 31.1％ 信越化学工業株式会社 ¥2,805.678 million 16.2％」
Taiwan Semiconductor Manufacturing Company Limited and 信越化学工業株式会社 accounted for 31.1% and 16.2%, respectively, of consolidated revenue for the fiscal year.