L3 · FabsFoundry⬦ ChokepointHsinchu, TaiwanTSM

TSMC (Taiwan Semiconductor Manufacturing Company)

The world's dominant leading-edge pure-play foundry

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Full file coming soon. TSMC (Taiwan Semiconductor Manufacturing Company)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview9 units in the group

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L3 Fabs · Foundry · TSM · Hsinchu, Taiwan · chokepoint

TSMC (Taiwan Semiconductor Manufacturing Company)

The world's dominant leading-edge pure-play foundry

RSS
Links
81
Deals from filings
0
Exposed if it fails
33
106 within 2 steps
It depends on
31
48 within 2 steps
Share of global foundry revenue (TrendForce)
72.5%
Q2 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

The group

9 units · where each sits in the stack
UnitLayerTypeLinksDeals
L3 FabsPackaging28·
L3 FabsStandard / protocol8·
L3 FabsPackaging5·
L3 FabsFoundry4·
L3 FabsFoundry3·
L3 FabsPackaging3·
L3 FabsPackaging3·
L3 FabsStandard / protocol2·
L3 FabsFoundry2·

What it is

TSMC is the single most critical node in the AI hardware supply chain, fabricating essentially all leading-edge accelerators (Nvidia Blackwell/Rubin, AMD Instinct, Google TPU, Broadcom/Marvell ASICs). It holds ~90%+ share of sub-5nm production and is ramping N3 (3nm) at high volume while beginning N2 (2nm, gate-all-around nanosheet) volume production in H2 2025. Its Arizona fabs (Fab 21) are producing N4/N5 in volume with N3 and N2 planned, though advanced CoWoS packaging still concentrates in Taiwan.

Key facts

from its map entry
Leading-edge foundry share
~90%+ of sub-5nm
Leading node (2025-26)
N3 volume; N2 ramping H2 2025
Arizona investment
$165B total committed, Fab 21 producing N4
Key AI customers
Nvidia, AMD, Apple, Google, Broadcom

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Connections81 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

27
+11

Who depends on it

29
+13

Backed by

4

Partners

6

Rivals

1

Policy

1

Designs

2

Compare two: what TSMC (Taiwan Semiconductor Manufacturing Company) shares with another entity

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Market share1 segment

Pulled 28 Oct 2026 · Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce · dated 9 Sep 2026

Foundry

Q2 2026 · TrendForce

Share of global foundry revenue

  • 72.5%
  • 5.9%
  • 5.4%
  • 3.9%
  • 3.2%
  • Others9.1%
Exact text in the source
  • “TSMC maintained its lead with 2Q26 revenue nearing $40.2 billion, a 12.1% increase QoQ, capturing a 72.5% market share.”TSMC paragraph
  • “Samsung's market share declined to 5.9% as competitors grew at a faster pace.”Samsung paragraph
  • “SMIC ranked third, with revenue surging 20% QoQ to more than $3 billion. Its market share edged up to 5.4%, narrowing the gap with Samsung.”SMIC paragraph
  • “UMC maintained fourth place with a 3.9% market share.”UMC paragraph
  • “Its market share stood at 3.2%.”GlobalFoundries paragraph ("GlobalFoundries ranked fifth")
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce, 9 Sep 2026 ↗

Other segments with sourced shares: DRAM (Q2 2026) · HBM (Q1 2026) · Cloud infrastructure (Q2 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

To source next

segment · players already in the graph
  • Advanced packaging

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources3 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market Share Gap with Samsung, Says TrendForce ↗1 quoted passage · trendforce.comMarket share9 Sep 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links81 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.