TSMC → Alibaba Group
As of 2026-09-05, TSMC is a tracked supplier of Alibaba Group. TSMC is a leader in Foundry (headquartered in Taiwan); Alibaba Group is a major in AI & Data Center (headquartered in China). TSMC has 98 tracked customers; Alibaba Group has 8 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
TSMC (leader in Foundry) is a tracked supplier of Alibaba Group (major in AI & Data Center). World's dominant foundry, manufacturing nearly all leading-edge chips. Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. The edge is one of 8 tracked suppliers of Alibaba Group and one of 98 tracked customers of TSMC.
Source: derived from both company records and the counted edges.
Concentration / risk note
TSMC is positioned as a leader in Foundry, 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
TSMC (supplier)
World's dominant foundry, manufacturing nearly all leading-edge chips.
Alibaba Group (customer)
Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
Other tracked suppliers of Alibaba Group
Other tracked customers of TSMC
Cite as: wafergraph, “TSMC → Alibaba Group — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/tsmc/alibaba/ (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly