TSMC
TSMC is the largest contract chipmaker, making the most advanced chips for NVIDIA, Apple, AMD, Broadcom and others, and packaging AI chips with its CoWoS technology.
TSMHsinchu, TaiwanFabs, memory & packaging
Chokepoint: Makes nearly all leading-edge AI accelerators and most CoWoS advanced packaging.
Supplies
Supplies AMD
TSMC makes AMD's CPUs and Instinct GPUs.
Supplies Biren Technology
TSMC was Biren's contracted manufacturer and reportedly halted production of its products after the October 2022 US sanctions.
Supplies Broadcom
TSMC makes Broadcom's chips, including the custom AI ASICs it designs for Google.
Supplies NVIDIA
TSMC makes NVIDIA's GPUs and packages them with CoWoS.
Buys from
Amkor Technology supplies TSMC
A factory in Arizona for advanced packaging of chips from TSMC was announced in November 2023, with a stated cost of $2 billion. In August 2025 the site moved to the Peoria Innovation Core.
Applied Materials supplies TSMC
TSMC was about 40% of Applied Materials' foundry and logic revenue in fiscal 2025.
ASML supplies TSMC
Intel, TSMC and Samsung are ASML's three largest customers for lithography machines.
Lam Research supplies TSMC
Samsung and TSMC are Lam Research's most significant customers for etch and deposition tools.
Money
Invests in ASML
TSMC took a smaller stake in ASML under the 2012 co-investment program, which sold 23 percent of the company to its three largest customers.