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TaiwanTSMC (TSM)

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AI supply-chain role

Participates in the semiconductors part of the AI supply chain.

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Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Suppliers 5

KLA· Supplier

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Open company
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Documented — status as described by source

KLA supplies TSMC.

Product / business: See the source description for the specific product or business

Source description and scope

TSMC named KLA among its 2025 outstanding suppliers for production support

Dated company disclosure; no exclusive supply, contract value or current shipment volume inferred.

Semiconductor materials

Open company
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Documented — status as described by source

Konfoong Materials supplies TSMC.

Product / business: Semiconductor materials

Source description and scope

KFMI's 2025 report identifies the company as a certified semiconductor target-material supplier to this customer

Certified-supplier status, not a quantified purchase commitment.

AMEC· Supplier

See the source description for the specific product or business

Open company
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Documented — status as described by source

AMEC supplies TSMC.

Product / business: See the source description for the specific product or business

Source description and scope

中微公司2019年招股书将台积电 / TSMC列为刻蚀设备代表客户。 Named etch-equipment customer in AMEC's 2019 prospectus.

招股书历史客户披露,不证明2026年采购、现有合同或特定先进制程供货;不推定独家关系。 Historical evidence only; present orders, process nodes and volumes unverified.

Semiconductor manufacturing

Open company
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Documented — status as described by source

National Silicon Industry Group supplies TSMC.

Product / business: Semiconductor manufacturing

Source description and scope

沪硅产业2024年报将台积电 / TSMC列为半导体硅片客户。 Named silicon-wafer customer in the 2024 annual report.

已披露的2024年度客户关系;未披露对应硅片规格、订单金额或2026年出货量;不外推AI专用芯片用途。 Historical customer disclosure, not an AI-specific order.

Customers 2

AMD· Customer

Semiconductor manufacturing

Open company
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Documented — status as described by source

TSMC supplies AMD.

Product / business: Semiconductor manufacturing

Source description and scope

Wafer manufacturing

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

NVIDIA· Customer

Verified · reviewed 2026-10-01

CoWoS / Chip packaging and testing

Open company
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Verified · reviewed 2026-10-01 · Documented — status as described by source

Editorial sources snapshot · 2026-10-01

TSMC supplies NVIDIA.

Product / business: CoWoS / Chip packaging and testing

Source description and scope

NVIDIA's FY2026 Form 10-K names TSMC as a semiconductor wafer foundry. Separately, the filing discloses NVIDIA's use of CoWoS technology for semiconductor packaging.

The filing does not allocate CoWoS work among suppliers or disclose wafer volumes, packaging capacity shares, exclusivity or contract terms.

Partners & technology 3

Amkor Technology· Partner / technologyIncludes announced / planned activity

Chip packaging and testing

Open company
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Announced / planned — delivery not confirmed

Amkor Technology and TSMC announced a collaboration plan.

Product / business: Chip packaging and testing

Source description and scope

Amkor and TSMC signed an MOU for advanced packaging and test collaboration in Arizona

Planned Arizona capacity and services; do not infer that the facility is operational.

Marvell· Partner / technologyIncludes announced / planned activity

See the source description for the specific product or business

Open company
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Documented — status as described by source

Marvell and TSMC collaborate on the business described in the sources.

Product / business: See the source description for the specific product or business

Source description and scope

Existing 5nm/3nm platform collaboration

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Announced / planned — delivery not confirmed

Marvell and TSMC announced a collaboration plan.

Product / business: See the source description for the specific product or business

Source description and scope

2nm infrastructure silicon platform development

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Synopsys· Partner / technology

Design tools / technical qualification

Open company
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Documented — status as described by source

Synopsys and TSMC have a documented ecosystem integration or collaboration.

Product / business: Design tools / technical qualification

Source description and scope

Synopsys announced silicon-proven IP and certified EDA design flows for TSMC technologies

Dated technical relationship; no exclusive supplier status or purchase volume inferred.

Ticker
TSM
Exchange
NYSE
Currency
USD
Country
TW
Security
American Depositary Receipt
Map segment
Manufacturing

Listing data synced 2026-09-10.

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Financial report at last profile review

Interim financial report · 2026-06-30 ↗

Period ended 2026-06-30 · Published 2026-08-14

Sources checked 2026-09-13

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