Comparison · two companies, one scale

TSMTaiwan Semiconductor Manufacturing Co Ltd414.00+0.33%AMDAdvanced Micro Devices Inc504.15−0.01%

Revenue flow Supply chain Price Moved with it Event sensitivity Earnings history

Supply chain

from SEC filings · 1 named by both

The shared column is the reading: companies both sides name in their own filings. TSM names 28 counterparties, AMD names 18, and 1 appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.

named by both · 1

only TSM · 27

ENTGEntegris Incsupplier
ASMLAsml Holding NVsupplier
KLACKLA Corpsupplier
LRCXLAM Research Corpsupplier

+23 more

only AMD · 17

GFSGlobalfoundries Inc.supplier
TSMTaiwan Semiconductor Manufacturing Company Limitedsupplier
DOCNDigitalOcean Holdings, Inc.supplier
RIOTRiot Platforms, Inc.supplier

+13 more

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TSM compared with AMD: revenue, margins and what each company keeps

Supply chain

Supply chain