EvidInvest Supply Chain Intelligence
TSM · Foundry · foundry
Companies that supply Taiwan Semiconductor Manufacturing, from incoming 'supplies' edges and disclosed customer-of relationships.
Packaging (OSAT) · Supplier
“Since 1997, we have maintained a strategic alliance with Taiwan Semiconductor Manufacturing Company Limited, or TSMC... TSMC designates us as its non-exclusive preferred provider of packaging and testing services for semiconductors manufactured by TSMC.”
Equipment · Supplies
“TSMC and Samsung ramping production investments”
Equipment · Supplier
“In November 2025, we were honored to receive the TSMC Supplier 'Excellence in Green Manufacturing' Award, for this and other product energy-efficiency innovations.”
Other · Supplier
“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”
Companies that buy from Taiwan Semiconductor Manufacturing, from outgoing 'supplies' edges and disclosed customer-of relationships.
Chip Designers · Supplied by
“We rely on Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes.”
Other · Supplied by
“We currently source more than half of our wafer requirements annually from third-party wafer fabrication foundries, such as Taiwan Semiconductor Manufacturing Company (TSMC) and others, and the remainder is sourced internally.”
Networking · Supplied by
“We use a fabless manufacturing model and partner with TSMC to fabricate all of our ICs.”
Chip Designers · Supplied by
“During fiscal year 2025, approximately 95% of the wafers manufactured by our CMs were produced by TSMC. We believe our wafer requirements represent a meaningful portion of TSMC's total production capacity.”
Networking · Supplied by
“In fiscal year 2025, we exclusively used Taiwan Semiconductor Manufacturing Company Limited (TSMC) for semiconductor wafer production.”
Other · Customer of
“Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors Germany GmbH... each acquired 10% equity interest”
Other · Supplied by
“We have established foundry relationships with United Microelectronics Corporation (UMC) for 130-nanometer, 90-nanometer and 65-nanometer manufacturing as well as with Chartered Semiconductor and Taiwan Semiconductor Manufacturing Company (TSMC) for 65-nanometer manufacturing.”
Foundry · Supplied by
“Some of our most advanced current and future products are or will be either exclusively manufactured by TSMC or reliant upon critical components, including various compute die, manufactured by TSMC.”
Chip Designers · Supplied by
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
Other · Customer of
“NXP Semiconductors Germany GmbH, a wholly-owned subsidiary of NXP Semiconductors N.V. ("NXP"), each acquired 10% equity interest... in ESMC. SSMC's business is exclusively dedicated to the manufacturing of wafers for us, our subsidiaries, NXP and its subsidiaries.”
Other · Supplied by
“we currently participate in a joint venture with Taiwan Semiconductor Manufacturing Company Limited ('TSMC') called Systems on Silicon Manufacturing Company Pte. Ltd. ('SSMC')”
Chip Designers · Supplied by
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”
Other · Customer of
“In January 2022, Sony Semiconductor Solution Corporation ("Sony") acquired a less than 20% equity interest in JASM.”
Other · Customer of
“In February 2024, we, Sony, DENSO and Toyota Motor Corporation ("Toyota") announced further investment into JASM to build and operate a second semiconductor manufacturing facility.”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Chip Designers · Fabs chips for
“~7% of TSMC revenue”
Packaging (OSAT) · Partner of
“Amkor Arizona will package wafers from TSMC Arizona”
Hyperscalers / Cloud · Fabs chips for
“~18% of TSMC 2026 revenue (~$27B)”
IP / Architecture · Fabs chips for
“Arm AGI CPU 136-core fabricated on TSMC 3nm”
Packaging (OSAT) · Partner of
“TSMC outsourcing CoWoS to ASE and Amkor”
Chip Designers · Fabs chips for
“11–15% of TSMC revenue”
Chip Designers · Fabs chips for
“~7% of TSMC revenue (some Intel chiplets)”
Chip Designers · Fabs chips for
“9–10% of TSMC revenue”
Chip Designers · Fabs chips for
“NVIDIA overtakes Apple as TSMCs #1 customer (~22%, ~$33B in 2026)”
Chip Designers · Packages chips for
“NVDA secures ~60% of TSMC CoWoS capacity, 515k wafers in 2026”
Chip Designers · Fabs chips for
“~8% of TSMC revenue”