AMD Expected to Become TSMC's Second Largest Customer
AMD significantly increased its purchases from TSMC in 2019 — 2020 as its market share and shipments increased. Sales to AMD accounted for 4% of TSMC's revenue in 2019, increased to 7.3% in 2020, and are on track to rise to 9.2% in 2021, according to estimates of The Information Network published by Seeking Alpha. Even if AMD does not meet the analysts' expectations in 2021, it will still significantly increase its purchases from TSMC after it merges with Xilinx in the coming years.
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