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"In January, TSMC posted NT$87.12 billion (US$2.77 billion) in consolidated sales, up 25.3 percent from a month earlier and a massive 69.4 percent from a year earlier. The January figure beat the previous one-month high of NT$80.74 billion recorded in October 2014."
I suspect in addition to Apple and Qualcomm, TSMC probably found a way to diversify their client base to achieve a better overall result.
The majority of revenue is 28nm and 20nm I believe. This will continue throughout the year without a doubt with other SoC companies starting to ship 20nm products. 14/16nm will bring change but maybe not what you expect. There is a major legal issue brewing between TSMC and Samsung which I will write about next and that may change the foundry landscape once again. I was also at UMC last week and I would guess you will see big numbers from them at 28nm with TI, QCOMM, MDTK, etc...
Taiwan’s semiconductor foundry supplier Taiwan Semiconductor Manufacturing Corp., or TSMC (2330,TW/TSM), jumped 3.9% in Taiwan. TSMC now plans to pay a cash dividend of 4.5 new Taiwan dollars per share for 2014, up from NT$3 per share in each of the previous six years. Last year, TSMC’s net income jumped 34.6% year-on-year to NT$263.9 billion as Apple switched from Samsung Electronics (005930.KS/SSNLF) to TSMC to manufacture its well-received iPhone 6 and 6 Plus chips.