Who TSMC buys from and sells to
The contract foundry that makes most of the world's leading-edge logic chips and the CoWoS packages around them.
Part of AI Capex and Semiconductor Fabs and Equipment spending
Buys from 6
- ASMLASMLEUV and DUV scanners, with no second source at the leading edge
- Applied MaterialsAMATdeposition and etch
- Lam ResearchLRCXetch and deposition
- KLAKLACprocess control before the wafer ships
- EntegrisENTGfilters, slurries and wafer carriers every step consumes
- TeradyneTERtest systems for AI accelerators and SoCs
Sells to 6
- NVIDIANVDAleading-edge accelerator die and CoWoS~19% of 2025 revenue (annual report, per press)
- AppleAAPLA- and M-series silicon~17% of 2025 revenue (annual report, per press)
- AMDAMDCPU and GPU die
- BroadcomAVGOcustom accelerators and switch silicon
- QualcommQCOMhandset silicon
- IntelINTCcompute tiles for Lunar Lake and Arrow Lake
Where the chain could break
- Most leading-edge capacity sits in Taiwan, across the strait from China
- Every EUV layer depends on one supplier, ASML
- NVIDIA and Apple together were roughly 36% of 2025 revenue
Competes with
- Samsungthe only other 2nm-class foundry
- IntelINTCfoundry, where Intel is trying to become an alternative
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.