아이티엠반도체, 애플과 거래 중단…매출 57% 규모

ITM Semiconductor's decision to halt Apple supplies represents a strategic pivot toward supply chain resilience, reducing customer concentration from 77% in 2022 to 57% today. This move underscores growing industry recognition that customer dependency poses systemic risk for contract manufacturers. While accepting near-term revenue decline, the company expects profitability improvement through lower depreciation costs, signaling a shift toward sustainable, higher-margin business models.