ASML's revenue from its largest customer TSMC peaked in CY23 at €8.8B (around 24% of total). After a 47% decline in CY24, TSMC revenue recovered but still 11% below the previous peak. With nearly €39B back, ASML could gain again from TSMC in '26. ASML now has four 10% customers, accounting for 61% of its revenue.
Source: Sravan Kundojjala
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