TSMC · who depends on it
Who depends on TSMC?
9 of the 100 companies we cover name TSMC as a supplier in their annual report calc.
Latest 10-K or 20-F of each company, A–Z. Each sentence is quoted from the filing exactly as written.
AMD AMDfoundry
“We utilize Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers for our HPC, FPGA and adaptive SoC products and GLOBALFOUNDRIES Inc. (GF), with respect to wafer purchases for our HPC products at the 12 nm and 14 nm technology nodes.”
“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.”
Analog Devices ADIfoundry
“We currently source more than half of our wafer requirements annually from third-party wafer fabrication foundries, such as Taiwan Semiconductor Manufacturing Company (TSMC) and others, and the remainder is sourced internally.”
“We currently source more than half of our wafer requirements annually from third-party wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC) and others.”
Astera Labs ALABfoundry
“In particular, if TSMC is unable to supply us with sufficient quantities of wafers to meet all of our requirements, we could have difficulties fulfilling our customer orders and our revenue could decline.”
“For example, the foundry used by our primary manufacturer, TSMC, as well as our primary distributor, is located in Taiwan.”
Broadcom AVGOfoundry
“The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited (“TSMC”).”
“During fiscal year 2025, approximately 95% of the wafers manufactured by our CMs were produced by TSMC.”
Credo CRDOfoundry
“In fiscal year 2026, we exclusively used Taiwan Semiconductor Manufacturing Company Limited (TSMC) for semiconductor wafer production.”
“We generally do not maintain long-term supply contracts with TSMC or other third-party manufacturers or suppliers, and any disruption in our supply of products or materials, including raw material price fluctuations could have a material adverse effect on our business, financial condition and results of operations.”
Fortinet FTNTfoundry, indirect
“These contract manufacturers use foundries in Taiwan and Japan operated by either Taiwan Semiconductor Manufacturing Company Limited (“TSMC”) or by the contract manufacturer itself.”
“These contract manufacturers use foundries operated by TSMC or Renesas on a purchase-order basis, and these foundries do not guarantee their capacity and could delay orders or increase their pricing.”
Intel INTCfoundry
“We expect to continue to use TSMC and other third-party foundry suppliers for various key tiles in a number of current and future products.”
NVIDIA NVDAfoundry
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
Qualcomm QCOMfoundry
“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.”
Method and sources
Count = companies among the 100 we cover whose latest annual report (10-K or 20-F) names TSMC as a supplier, counted by Hollsteen. Only mentions that we checked by hand are counted, and only when the filing describes TSMC supplying that company (directly, or as the foundry of its contract manufacturers). Excluded: mentions of someone else’s supply chain, joint ventures, alliances, and quarterly reports (10-Q).
The list only covers the 100 companies we track; other TSMC customers are not shown. A mention is not a share of revenue or of purchases.
SEC filings only. No price or market data.