A Potential Negative for Taiwan Semiconductor
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the world's leading contract chip manufacturer by revenue. It manufactures chips for a broad range of clients, with its products spanning from low-power mobile processors all the way to ultra-high-performance data-center processors.
TSMC's biggest market segment by revenue, however, is the mobile market, which TSMC classifies as "communication." That segment made up 58% of the company's revenue in its most recent quarter.
On its most recent earnings call, the company explained some of the key competitive advantages it enjoys over its competition in making the case that it will maintain a high market share. Though those competitive advantages all appear to be intact, TSMC is, nevertheless, not immune to customers that want to multi-source their parts.
Source: Fool.com
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