TSMC → Microsoft
As of 2026-09-05, TSMC is a tracked supplier of Microsoft. TSMC is a leader in Foundry (headquartered in Taiwan); Microsoft is a niche in Design (Fabless) (headquartered in United States). TSMC has 98 tracked customers; Microsoft has 80 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 Microsoft (niche in Design (Fabless)). World's dominant foundry, manufacturing nearly all leading-edge chips. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft 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.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of TSMC
Cite as: wafergraph, “TSMC → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/tsmc/microsoft/ (data as of 2026-09-05).
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