TSMC

As of 2026-10-28, TSMC has 173 tracked suppliers and 98 tracked customers in this dataset; its largest supplier by market cap is ASML.

Sourced from 2 references — primary source, archived page — last verified 2026-06-12.

World's dominant foundry, manufacturing nearly all leading-edge chips.

Ticker: NYSE: TSM
Headquarters: HSINCHU, TW
Founded: 1987
Employees: 65,152
Revenue: $88.3B (FY2024) · +25.0% YoY
Net income: $35.3B
Operating margin: 45.7%
Market position: leader
Value-chain segment: Pure-Play Foundry
Key products: N3/N2 processes, CoWoS packaging

About TSMC

TSMC, headquartered in Taiwan, operates in the Pure-Play Foundry segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include N3/N2 processes, CoWoS packaging. wafergraph maps 173 tracked suppliers and 98 tracked customers for TSMC across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. TSMC is a party to 5 tracked deals, including TSMC's $65B Arizona fabs; TSMC Arizona CHIPS Act grant; TSMC Japan (JASM) Kumamoto fabs.

Taiwan Semiconductor Manufacturing Company Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. Headquartered in Hsinchu Science Park, it was the world's largest non-US company by market capitalisation as of June 30, 2026. It holds a commanding majority in the semiconductor foundry market, accounting for approximately 70% of the global market share. As the leading dedicated contract chipmaker, it serves as the main supplier for Nvidia, Apple, Broadcom, and Qualcomm. The company has grown rapidly due to the artificial intelligence (AI) boom and its importance in the creation of advanced chips needed for AI. Its role as a supply chain bottleneck raises concerns that a disruption could cause another worldwide chip shortage.

Role in the chain

TSMC is a market leader in pure-play foundry. In this graph, fabless designers (Apple, NVIDIA, AMD and the other named customers) send it designs; it buys tools, wafers, chemicals and gases from the equipment and materials layers. The dataset one-liner is the role: it manufactures nearly all leading-edge chips.

Diligence questions

The dataset records 173 tracked suppliers for TSMC. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
45 of TSMC's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, Lasertec). Which of those are actually single-source for the process step you care about?
The dataset names 98 tracked customers for TSMC. How concentrated is demand among those names, and which of them have a documented second source in this graph?
TSMC is positioned as a leader in Foundry. How replaceable is this vendor on the process step you are buying?
TSMC is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
TSMC trades as NYSE:TSM. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for TSMC