TSM
Taiwan Semiconductor Manufacturing Co Ltd
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InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
TSMC has 7 disclosed suppliers and 20 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentencePercentage of net sales to top customers: Taiwan Semiconductor Manufacturing Company (TSMC) 16% 16% 11%
basisENTG FY2025 revenue $3.2BTSM FY2025 revenue $121B
NoteLess than 10% of revenues
| Fiscal Quarters Ended | ||||||||
|---|---|---|---|---|---|---|---|---|
| Dec 27, 2025 | Sep 27, 2025 | Jun 28, 2025 | Mar 29, 2025 | Dec 28, 2024 | Sep 28, 2024 | Jun 29, 2024 | Mar 30, 2024 | |
| Taiwan Semiconductor Manufacturing Company Ltd. | * | * | 10.4% | * | * | * | * | * |
basisFORM FY2025 revenue $785MTSM FY2025 revenue $121B
Table…ubstantially dependent on any contract. 12 Table of Contents Below is a table showing the percentage of our net sales to our top 10 customers in 2025
| Customer | Percentage of Net Sales during 2025 |
|---|---|
| Taiwan Semiconductor Manufacturing Company Limited | 8% |
basisQ FY2025 revenue $4.8BTSM FY2025 revenue $121B
SentenceThe following customers each accounted for more than 10% of our total revenues, primarily in our Semiconductor Process Control segment, for the indicated periods: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited
SentenceThe effect of these types of events on our revenue and cash flows could be material because we derive substantial revenue from sales to semiconductor device foundries in Taiwan such as Taiwan Semiconductor Manufacturing Company Ltd., from memory chip manufacturers in South Korea such as Samsung Electronics Co., Ltd., and from semiconductor device manufacturers in Japan such as Toshiba Corporation.
SentenceWe 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, and we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.
SentenceWe depend on one third-party foundry, Taiwan Semiconductor Manufacturing Company Limited (" TSMC"), to manufacture our proprietary processor using its fabrication equipment and techniques.
CBRS S-1/Aaccession 0001628280-26-033143CBRS
SentenceWe utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.
NVDA filingNVDA
SentenceWe use Robert Bosch LLC ("Bosch") in Germany, Taiwan Semiconductor Manufacturing Company ("TSMC") and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne Digital Imaging Inc. ("Teledyne") in Canada as our primary foundries and suppliers for our MEMS timing devices and analog mixed-signal circuit ICs.
Taiwan Semiconductor Manufacturing Co Ltd
408.75
Expected move
Inputsspot 406.13exp Jan 15ATM strike 410ATM straddle 55.95IV 38%