TSMC → Valens Semiconductor

As of 2026-09-05, TSMC is a tracked supplier of Valens Semiconductor. TSMC is a leader in Foundry (headquartered in Taiwan); Valens Semiconductor is a niche in Design (Fabless) (headquartered in Israel). TSMC has 98 tracked customers; Valens Semiconductor has 2 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 Valens Semiconductor (niche in Design (Fabless)). World's dominant foundry, manufacturing nearly all leading-edge chips. Connectivity chip maker (MIPI A-PHY, HDBaseT). The edge is one of 2 tracked suppliers of Valens Semiconductor 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. Valens Semiconductor has only 2 tracked suppliers in this dataset. Concentration on the supplier side is high.

Basis: supplier position, few suppliers. 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.

Valens Semiconductor (customer)

Connectivity chip maker (MIPI A-PHY, HDBaseT).

Other tracked suppliers of Valens Semiconductor

Other tracked customers of TSMC

Cite as: wafergraph, “TSMC → Valens Semiconductor — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/tsmc/valens/ (data as of 2026-09-05).

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