Qualcomm, Qualcomm is until 2015, TSMC's largest customers, in 2016, however, Qualcomm to more advanced processes, a change of heart on TSMC rival Samsung Electronics, Samsung Electronics, but Morgan Stanley (Morgan Stanley) prediction, advanced manufacturing processes as sprinting to TSMC, half 7 in 2018 nm process will be put into production, Qualcomm will come to their senses, with TSMC.

According to Barron's magazine reported, qualcomm 2014 revenue contribution of TSMC has reached more than 20%, however, qualcomm to 14/10 nano process to place the order with samsung, 14 in 2016 and 2017 10 nano chip will be produced by samsung, so this 2 years qualcomm TSMC revenue proportion of will drop to 9% and 9% respectively.

But Morgan Stanley forecast, with 7 nm TSMC process fast development, mediatek, Apple (Apple), huawei's haisi is likely to be in the upper 2018 7 USES nanometer process, qualcomm will understand that love is the most beautiful, old back cooperation with TSMC to produce 7 nm.

TSMC long-term production of programmable gate array (FPGA), the GPU, network and storage chip, in the field of high performance of wafer foundry, such as data center and highly efficient operation chip, the performance is better than the samsung. Almost all the ARM server chip manufacturers are looking for TSMC foundry.

The report pointed out that although the 2016 global stock market turmoil, but still a foothold, TSMC has climbed 6.29% in 2016.