Daifuku → TSMC
As of 2026-09-05, Daifuku is a tracked supplier of TSMC. Daifuku is a leader in Equipment (Front End) (headquartered in Japan); TSMC is a leader in Foundry (headquartered in Taiwan). Daifuku has 7 tracked customers; TSMC has 173 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Daifuku (leader in Equipment (Front End)) is a tracked supplier of TSMC (leader in Foundry). Dominant supplier of automated material handling (OHT) inside fabs. World's dominant foundry, manufacturing nearly all leading-edge chips. The edge is one of 173 tracked suppliers of TSMC and one of 7 tracked customers of Daifuku.
Source: derived from both company records and the counted edges.
Concentration / risk note
Daifuku is positioned as a leader in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Daifuku (supplier)
Dominant supplier of automated material handling (OHT) inside fabs.
TSMC (customer)
World's dominant foundry, manufacturing nearly all leading-edge chips.
Other tracked suppliers of TSMC
Other tracked customers of Daifuku
Cite as: wafergraph, “Daifuku → TSMC — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/daifuku/tsmc/ (data as of 2026-09-05).
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