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.

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

  1. 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?
  2. 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?
  3. 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?
  4. TSMC is positioned as a leader in Foundry. How replaceable is this vendor on the process step you are buying?
  5. 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?
  6. 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

Key products

  • N3/N2 processes
  • CoWoS packaging

Suppliers

Customers

More Foundry companies

Compare with

Intel · Samsung Electronics · SMIC · United Microelectronics (UMC) · Tower Semiconductor · GlobalFoundries

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “TSMC — supply chain, financials & market position”, https://wafergraph.com/company/tsmc (data as of 2026-09-05).

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