TSMC: who it depends on, and who depends on it.
Chip manufacturing (foundry). TSM · NYSE (ADR). US-listed through American depositary shares; its home listing is in Taiwan. 3 sourced relationships in the network, each with its filing or release.
Stock Trade Twins pairs TSM with rivals by price behavior, a different question from business dependence:
Dependence, both ways
TSMC depends on, or is exposed to
If something happens to TSMC
The companies each kind of event would reach, up to two steps away, along sourced relationships only. This is a map of connections, not a forecast: how much each company would feel is unknown unless a source states it.
What if TSMC spends less?
Companies that sell to it (its suppliers and infrastructure providers), then the companies those sellers buy from.
No company in this network is connected to TSMC that way.
What if TSMC raises less money or its value falls?
Its investors, holders and guarantors, plus the companies that sell to it (a company that raises less tends to buy less), then their suppliers.
No company in this network is connected to TSMC that way.
What if TSMC cannot deliver?
Companies that buy chips, parts or capacity from it, then their own customers.
- AMD · directly, a source states a figureAMD depends on chips or parts from TSMC.
- Broadcom · directly, a source describes it, no figureBroadcom depends on chips or parts from TSMC.
- NVIDIA · directly, materiality unknownNVIDIA depends on chips or parts from TSMC.
- CoreWeave · two steps away, a source states a figureNVIDIA depends on chips or parts from TSMC; then CoreWeave depends on chips or parts from NVIDIA.
- Alphabet (Google) · two steps away, materiality unknownBroadcom depends on chips or parts from TSMC; then Alphabet (Google) depends on chips or parts from Broadcom.
- Anthropic · two steps away, materiality unknownBroadcom depends on chips or parts from TSMC; then Anthropic depends on compute or data-center capacity from Broadcom.
- Meta Platforms · two steps away, materiality unknownAMD depends on chips or parts from TSMC; then Meta Platforms depends on chips or parts from AMD.
- OpenAI · two steps away, materiality unknownNVIDIA depends on chips or parts from TSMC; then OpenAI depends on chips or parts from NVIDIA. Or: AMD depends on chips or parts from TSMC; then OpenAI depends on chips or parts from AMD.
- Oracle · two steps away, materiality unknownNVIDIA depends on chips or parts from TSMC; then Oracle depends on chips or parts from NVIDIA.
What if TSMC's shares or stake lose value?
Holders of its shares, warrants or notes and guarantors of its obligations, then their holders.
No company in this network is connected to TSMC that way.
TSMC’s filings and its partners’
- Oct 22, 2026, 06:02 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Oct 15, 2026, 06:40 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Oct 8, 2026, 06:12 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Sep 28, 2026, 16:16 ETAMD filed a current report (8-K): unregistered sale of shares (Item 3.02). Filing on SEC.govConnected:OpenAIMeta PlatformsTSMC
- Sep 24, 2026, 06:02 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Sep 10, 2026, 06:15 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Sep 9, 2026, 17:56 ETBroadcom filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAIAnthropicAlphabet (Google)TSMC
- Sep 3, 2026, 08:03 ETNVIDIA filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
- Sep 2, 2026, 16:26 ETBroadcom filed a current report (8-K): results of operations (Item 2.02), other events (Item 8.01). Filing on SEC.govConnected:OpenAIAnthropicAlphabet (Google)TSMC
- Sep 1, 2026, 06:07 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Aug 26, 2026, 16:36 ETNVIDIA filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
- Aug 26, 2026, 16:21 ETNVIDIA filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
- Aug 25, 2026, 06:17 ETTSMC filed a foreign issuer report (6-K). Filing on SEC.govConnected:NVIDIAAMDBroadcom
- Aug 19, 2026, 16:16 ETAMD filed a current report (8-K): officer or director change (Item 5.02). Filing on SEC.govConnected:OpenAIMeta PlatformsTSMC
Every relationship of TSMC
TSMC makes NVIDIA’s chipsTSMC · NVIDIA · Feb 25, 2026
NVIDIA uses foundries such as TSMC and Samsung to produce its wafers.
- Supplier dependence: NVIDIA depends on chips or parts from TSMC.
- Customer dependence: TSMC depends on sales to NVIDIA.
- NVIDIA pays TSMC for chips or parts.
- First verified evidence
- Feb 25, 2026
- Latest evidence
- Feb 25, 2026
NVIDIA uses foundries such as TSMC and Samsung for its wafers.
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
NVIDIA (SEC filing), 10-K, Feb 25, 2026excerpt re-checked Oct 18, 2026
- To TSMC: Unknown Not stated in the sources reviewed.
- To NVIDIA: Unknown NVIDIA does not state TSMC’s share of its wafers.
AMD relies on TSMC for all its leading-edge wafersTSMC · AMD · Feb 4, 2026
All AMD microprocessor and GPU wafers at 7 nanometers or smaller come from TSMC.
- Supplier dependence: AMD depends on chips or parts from TSMC.
- Customer dependence: TSMC depends on sales to AMD.
- AMD pays TSMC for chips or parts.
- First verified evidence
- Feb 4, 2026
- Latest evidence
- Feb 4, 2026
TSMC produces all wafers for AMD’s microprocessors and GPUs at 7 nm or smaller.
“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”
AMD (SEC filing), 10-K, Feb 4, 2026excerpt re-checked Oct 18, 2026
- To TSMC: Unknown Not stated in the sources reviewed.
- To AMD: Disclosed All of AMD’s microprocessor and GPU wafers at 7 nm or smaller.
“for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes”
AMD (SEC filing), 10-K, Feb 4, 2026excerpt re-checked Oct 18, 2026
Broadcom outsources most of its wafer manufacturing, including to TSMCTSMC · Broadcom · Dec 18, 2025
Most of Broadcom’s front-end wafer manufacturing is done by external foundries, including TSMC.
- Supplier dependence: Broadcom depends on chips or parts from TSMC.
- Customer dependence: TSMC depends on sales to Broadcom.
- Broadcom pays TSMC for chips or parts.
- First verified evidence
- Dec 18, 2025
- Latest evidence
- Dec 18, 2025
The majority of front-end wafer manufacturing is outsourced to foundries including TSMC.
“The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited”
Broadcom (SEC filing), 10-K, Dec 18, 2025excerpt re-checked Oct 18, 2026
- To TSMC: Unknown Not stated in the sources reviewed.
- To Broadcom: Described, no figure A majority of wafer manufacturing is outsourced, but TSMC’s own share is not stated.
Catalog BESTIES-v1, reviewed Oct 18, 2026. Paper research only, not investment advice. Method and sources
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