Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Taiwan Semiconductor Manufacturing Co Ltd
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Semiconductors & Related Devices
Prev close 414.17 · gapped above the open, then crossed back over prior close. High/low 421.24 at 8:00 am ET, 412.96 at 1:00 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of TSM revenue | Skew |
|---|---|---|---|
| ENTGEntegris Inc | 16.00% | 0.42% | 38× |
| FORMFormfactor Inc | 10.40% | 0.07% | 154× |
| QQnity Electronics, Inc. | 8.00% | 0.31% | 25× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
FILINGsourcecik 0001045810disclosed by NVDA
“We currently rely primarily on Bosch and Teledyne for our MEMS fabrication, and primarily on TSMC for our analog circuits fabrication, and any disruption in the supply of wafers or any increases in the wafer or materials prices could adversely affect our gross margins and our ability to meet customer demands in a timely manner, or at all, and lead to reduced revenue.”
FILING10-K0001451809-25-000034cik 0001451809disclosed by SITM
“We currently outsource all of our IC manufacturing to TSMC, with the assembly and testing processes outsourced to other subcontractors primarily in Asia.”
FILING10-K0001628280-25-033813cik 0001807794disclosed by CRDO
“2024 2023 2022 Percentage of net sales to top customers: TSMC 16% 11% 12% Remaining top ten customers 32% 32% 31% Total top ten customers 48% 43% 43%”
$511M relationship38× more of ENTG’s book than TSM’s
basisENTG fy2025 · closed 2025-12 $3.2BTSM fy2025 · closed 2025-12 $121B
FILING
“For example, historically, we have relied on TSMC as our sole supplier of GaN wafers, a key component in our product offerings.”
FILING10-K0001821769-26-000007cik 0001821769disclosed by NVTS
“We use a variety of foundries in the production of wafers, primarily supplied by GLOBALFOUNDRIES Inc., ("GlobalFoundries") and Taiwan Semiconductor Manufacturing Company, Limited ("TSMC").”
FILING10-K0000772406-25-000014cik 0000772406disclosed by CRUS
“In November 2025, we were honored to receive the TSMC Supplier ‘Excellence in Green Manufacturing' Award, for this and other product energy- efficiency innovations.”
FILING20-F0001628280-26-011378cik 0000937966disclosed by ASML
“The 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”
FILING10-K0000319201-25-000024cik 0000319201disclosed by KLAC
“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.”
FILING10-K0000707549-25-000075cik 0000707549disclosed by LRCX
“The 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.”
FILING10-K0001193125-26-066937cik 0000704532disclosed by ONTO
“Taiwan Semiconductor Manufacturing Company Limited 8%”
$380M relationship25× more of Q’s book than TSM’s
basisQ fy2025 · closed 2025-12 $4.8BTSM fy2025 · closed 2025-12 $121B
FILING10-K0002058873-26-000010
“We currently partner with TSMC to manufacture our integrated circuits.”
FILING10-K0001736297-25-000003cik 0001736297disclosed by ALAB
“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, and we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.”
FILING10-K0000002488-26-000018cik 0000002488disclosed by AMD
“TSMC, one of our CMs, manufactured approximately 95% of the wafers manufactured by our CMs during fiscal year 2024.”
FILING10-K0001730168-24-000139cik 0001730168disclosed by AVGO
“We have chosen to engage a single supplier, TSMC, a semiconductor manufacturer, to manufacture and supply all of the wafers used to create the semiconductor chips incorporating our Ultrasound-on-Chip™ technology used in our medical devices.”
FILING10-K0001804176-26-000009cik 0001804176disclosed by BFLY
“These contract manufacturers use foundries in Taiwan and Japan operated by either Taiwan Semiconductor Manufacturing Company Limited ("TSMC") or by the contract manufacturer itself.”
FILING10-K0001262039-26-000007cik 0001262039disclosed by FTNT
“Most significantly, we obtain wafers for our Very Fast SRAM and APU products from a single foundry, TSMC, and most of them are packaged at ASE.”
FILING10-K0001104659-26-070962cik 0001126741disclosed by GSIT
“Lattice partners with Taiwan Semiconductor Manufacturing Company ("TSMC") to develop and manufacture on 16nm technology, which is used in our Avant platform of FPGA products, and to manufacture our 350nm, 130nm, 55nm and 40nm products.”
FILING10-K0001437749-25-003987cik 0000855658disclosed by LSCC
“Our key foundry partners include Taiwan Semiconductor Manufacturing Corporation, or TSMC, in Taiwan, and United Microelectronics Corporation, or UMC, in Taiwan and Singapore.”
FILING10-K0001288469-26-000011cik 0001288469disclosed by MXL
“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.”
FILING10-K0000804328-25-000085cik 0000804328disclosed by QCOM
“For our commercial products, we outsource wafer fabrication primarily to GlobalFoundries and Taiwan Semiconductor Manufacturing Company Limited ("TSMC").”
FILING10-K0001437749-26-010089cik 0000882508disclosed by QUIK
“Most of the silicon wafers for the products that we have sold were manufactured either by Taiwan Semiconductor Manufacturing Co. ("TSMC") or Semiconductor Manufacturing International Corporation ("SMIC").”
FILING10-K0001038074-25-000003cik 0001038074disclosed by SLAB
“We depend on one third-party foundry, Taiwan Semiconductor Manufacturing Company Limited (" TSMC"), to manufacture our proprietary processor using its fabrication equipment and techniques.”
FILINGS-1/A0001628280-26-033143cik 0002021728disclosed by CBRS
“We currently source more than half of our wafer requirements annually from third-party wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC) and others.”
FILING10-K0000006281-24-000204cik 0000006281disclosed by ADI
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Taiwan Semiconductor Manufacturing Co Ltd has 7 disclosed suppliers and 21 disclosed customers. Each one is named in an SEC filing, either Taiwan Semiconductor Manufacturing Co Ltd’s own annual report or the counterparty’s, and carries the sentence that discloses it.
TSM (Taiwan Semiconductor Manufacturing Co Ltd) has 7 disclosed suppliers and 21 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
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