TSMC
TSMC is a leader in the Foundry segment of the semiconductor & AI supply chain, headquartered in Hsinchu, TW. Its key suppliers include Shin-Etsu Chemical, SUMCO, GlobalWafers. Its key customers include Alphawave Semi, NVIDIA, AMD.
World's dominant foundry, manufacturing nearly all leading-edge chips.
- Ticker
- NYSE: TSM
- Headquarters
- Hsinchu, TW
- 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.
Key products
- N3/N2 processes
- CoWoS packaging
Suppliers
- Shin-Etsu Chemical
- SUMCO
- GlobalWafers
- Siltronic
- SK Siltron
- JSR
- Tokyo Ohka Kogyo
- Sumitomo Chemical
- FUJIFILM
- DuPont
- Merck KGaA (EMD Electronics)
- Entegris
- Air Liquide
- Linde
- Air Products
- Nippon Sanso Holdings
- Ibiden
- Unimicron
- Nan Ya PCB
- Shinko Electric Industries
- Kinsus Interconnect
- Ajinomoto
- HOYA
- Photronics
- TOPPAN Holdings
- Dai Nippon Printing
- Fujimi Incorporated
- Resonac
- JX Advanced Metals
- Tosoh
- Materion
- Heraeus
- Ferrotec
- ASML
- Carl Zeiss SMT
- TRUMPF
- Nikon
- Canon
- Applied Materials
- Lam Research
- Tokyo Electron
- KLA
- ASM International
- Kokusai Electric
- SCREEN Holdings
- Hitachi High-Tech
- Lasertec
- Axcelis Technologies
- Onto Innovation
- Nova
- Camtek
- Veeco Instruments
- AIXTRON
- ACM Research
- NAURA Technology
- AMEC (Advanced Micro-Fabrication)
- MKS Instruments
- Advanced Energy
- Ultra Clean Holdings
- Ichor Holdings
- Ebara
- Daifuku
- JEOL
- Advantest
- Teradyne
- DISCO
- BE Semiconductor Industries
- ASMPT
- Kulicke & Soffa
- EV Group
- SUSS MicroTec
- TOWA
- Cohu
- Aehr Test Systems
- Hanmi Semiconductor
- Wolfspeed
- Stella Chemifa
- Kanto Denka Kogyo
- Solar Applied Materials
- Sumitomo Heavy Industries
- FormFactor
- Technoprobe
- MPI Corporation
- eMemory Technology
- HPSP
- Tokyo Seimitsu (Accretech)
- Ushio
- Nissan Chemical
- Mitsubishi Gas Chemical
- Ningbo Jiangfeng Electronic Material (Konfoong)
- National Silicon Industry Group
- Wafer Works
- Avantor
- Soulbrain
- Dongjin Semichem
- Daikin Industries
- Element Solutions
- Brewer Science
- Hansol Chemical
- SK Specialty
- Foosung
- AT&S
- Zhen Ding Technology
- Samsung Electro-Mechanics
- LG Innotek
- Shennan Circuits
- TTM Technologies
- Taiwan Mask Corporation
- SK Enpulse
- Mitsui High-tec
- Chang Wah Technology
- Haesung DS
- MK Electron
- Tanaka Precious Metals
- Sumitomo Metal Mining
- ULVAC
- Wonik IPS
- Jusung Engineering
- Eugene Technology
- Piotech
- SEMES
- Oxford Instruments
- PSK Inc
- Bruker
- Park Systems
- KCTECH
- VAT Group
- Comet Group
- Horiba
- Pfeiffer Vacuum
- Atlas Copco
- Brooks Automation
- Chroma ATE
- Keysight Technologies
- Kingsemi
- Hwatsing Technology
- Hangzhou Changchuan Technology
- Zhongke Feice Technology
- Shanghai Micro Electronics (SMEE)
- Leeno Industrial
- ISC
- Wonik QnC
- inTEST
- IQE
- Wacker Chemie
- Tokuyama
- Mitsubishi Materials
- Solvay
- Mitsubishi Chemical Group
- Wonik Materials
- DNF
- Iwatani
- INFICON
- Evatec
- Semilab
- Nordson
- Plasma-Therm
- Furukawa Electric
- Kyocera
- Simmtech
- Shengyi Technology
- ITEQ
- Daeduck Electronics
- AGC Inc.
- Sumitomo Bakelite
- Nagase & Co.
- UP Chemical
- Adeka
- ClassOne Technology
- SiCarrier
- Atomera
- Kingboard Holdings
- Doosan Electro-Materials
Customers
- Alphawave Semi
- NVIDIA
- AMD
- Qualcomm
- Broadcom
- MediaTek
- Marvell Technology
- Realtek Semiconductor
- Novatek Microelectronics
- Himax Technologies
- Parade Technologies
- Lattice Semiconductor
- Synaptics
- Ambarella
- indie Semiconductor
- Astera Labs
- Credo Technology
- Socionext
- Alchip Technologies
- Global Unichip (GUC)
- Apple
- Alphabet (Google)
- Amazon (Annapurna Labs)
- Microsoft
- Meta Platforms
- Tesla
- Cerebras Systems
- Groq
- Tenstorrent
- ASPEED Technology
- Nordic Semiconductor
- Silicon Labs
- Semtech
- SiTime
- Goodix Technology
- Intel
- Analog Devices
- STMicroelectronics
- NXP Semiconductors
- Renesas Electronics
- Microchip Technology
- Sony Semiconductor Solutions
- Navitas Semiconductor
- Allegro MicroSystems
- Etched
- Hailo
- Axelera AI
- Faraday Technology
- Ampere Computing
- SambaNova Systems
- Graphcore
- d-Matrix
- Rebellions
- FuriosaAI
- MaxLinear
- Altera
- Efinix
- Raydium Semiconductor
- Fitipower
- Ilitek
- LX Semicon
- Nuvoton Technology
- Holtek Semiconductor
- Airoha Technology
- SG Micro
- Awinic Technology
- Maxscend Microelectronics
- Silicon Motion
- Telechips
- ASMedia Technology
- Elan Microelectronics
- Sitronix Technology
- Mythic
- Valens Semiconductor
- Oracle
- IBM
- OpenAI
- Achronix
- QuickLogic
- Flex Logix
- u-blox
- Sequans Communications
- SiMa.ai
- Kneron
- Blaize
- Esperanto Technologies
- Ventana Micro Systems
- SiPearl
- Semidynamics
- Aeva Technologies
- Baidu
- Alibaba Group
- Tencent
- Integrated Silicon Solution
- MegaChips
- MetaX Integrated Circuits (Muxi)
- Avicena Tech Corp.
- Xsight Labs Ltd.