COMPANIES · CHIP MFG & PACKAGING
TSMC
Manufactures semiconductors designed by customers and provides advanced packaging services.
Manufactures semiconductors designed by customers and provides advanced packaging services.
It is the primary manufacturer of the advanced logic chips (including NVIDIA's and most other AI accelerators) that the entire AI hardware stack depends on.
Manufactures chips designed by other companies (a 'foundry') and charges for wafer fabrication and packaging services.
Taiwan
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Connections (21)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (12)
Source: 2026-08-12 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Press reporting, not a joint statement from TSMC or AMD naming the arrangement; discloses no contract terms, wafer volumes, or exclusivity.
TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple ↗Source: 2026-03-05 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Trade-press reporting rather than a direct statement from TSMC or Broadcom; no volumes, contract value, or product names are disclosed.
Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia ↗Source: 2026-01-27 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Does not confirm order volumes or exclusivity; TSMC does not comment on individual customers, and Microsoft's own materials do not name the foundry.
Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier ↗Source: 2025-10-21 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Does not confirm volumes or exclusivity; TSMC does not comment on individual customers and this is based on supply-chain analyst reporting.
Google's First Arm-Based CPU Axion Reportedly Built on TSMC 3nm with GUC Design Support ↗Source: 2025-04-14 · reviewed 2026-09-17
Evidence: Primary-source statement · Reported operating
Limits: Does not establish volumes, pricing or exclusivity.
NVIDIA US manufacturing announcement ↗Source: 2024-03-27 · reviewed 2026-09-24
Evidence: Primary-source statement · Reported operating
Limits: Establishes that tape-out began with TSMC as of March 2024. It does not establish the process node, volumes, pricing, that the chip reached volume production or flight, or that the relationship continues today; the source is more than two years old.
AST SpaceMobile ASIC Chip Enters Tape-Out Phase in Collaboration with TSMC ↗Source: 2023-11-30 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Does not confirm exact process node, order volumes, or a direct contractual relationship, since TSMC declined to comment on individual customers; attribution rests on supply-chain analyst reporting.
Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP ↗Source: 2023-03-21 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Does not disclose how broadly cuLitho has been deployed across TSMC's fabs, financial terms, or whether coverage now extends beyond the initially announced Hopper-generation production.
NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗Source: 2022-07-14 · reviewed 2026-09-20
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: This reflects industry reporting on foundry allocation for specific chip generations; it does not prove TSMC manufactures all current Qualcomm products, since Qualcomm has also used Samsung Foundry for some chips, and neither company has published exhaustive volume or exclusivity details.
TSMC to exclusively manufacture next-gen Qualcomm Snapdragon flagship chips ↗Source: 2021-05-26 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Certification of design tools for a process node does not indicate how many chips are actually taped out with these tools, deal value, or exclusivity versus other EDA vendors.
Synopsys Digital and Custom Design Platforms Certified for TSMC's Latest 3nm Process Technology ↗Source: 2020-08-25 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a 2020 5nm-generation agreement; does not establish whether the same manufacturing arrangement covers Marvell's current 2nm custom-silicon designs.
Marvell and TSMC Collaborate to Deliver Industry's Most Advanced Data Infrastructure Portfolio on 5nm Technology ↗Source: Source undated · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Certification does not indicate specific customer tape-outs, revenue, or exclusivity between Cadence and TSMC; page content was accessed via search indexing rather than a direct fetch because cadence.com's robots rules blocked a live fetch in this session.
Cadence and TSMC Advance AI and 3D-IC Chip Design with Certified Design Solutions for TSMC's A16 and N2P Process Technologies ↗Dated or announced (8)
Source: 2026-07-09 · reviewed 2026-09-24
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported but unconfirmed
Limits: Based on an internal document rather than a statement by Meta or TSMC, and Meta declined to comment. It does not establish the process node, wafer volumes, contract value, or that production actually began on schedule.
Meta's new AI chips will begin production in September ↗Source: 2026-06-16 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced / planned
Limits: Does not disclose contract value, packaging volumes, or the share of TSMC's total advanced-packaging demand Amkor will fulfill; the Arizona facilities are still under development.
TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States ↗Source: 2026-04-16 · reviewed 2026-09-24
Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating
Limits: Tape-out is a design milestone, not production. This does not establish that TSMC has manufactured any AI5 volume, which TSMC fab or node will be used, the contract value, or how output will be split between TSMC and Samsung.
Tesla completes AI5 chip tape-out, to be manufactured by TSMC and Samsung ↗Source: 2024-12-02 · reviewed 2026-09-17
Evidence: Primary-source statement · Supplier relationship documented
Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.
TSMC 2024 supplier awards ↗Source: 2024-12-02 · reviewed 2026-09-17
Evidence: Primary-source statement · Supplier relationship documented
Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.
TSMC 2024 supplier awards ↗Source: 2024-12-02 · reviewed 2026-09-17
Evidence: Primary-source statement · Supplier relationship documented
Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.
TSMC 2024 supplier awards ↗Source: 2024-12-02 · reviewed 2026-09-17
Evidence: Primary-source statement · Supplier relationship documented
Limits: Supports a supplier relationship in 2024, not current contract terms, spend, exclusivity or dependency.
TSMC 2024 supplier awards ↗Source: Source undated · reviewed 2026-09-20
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported dual-sourcing plan, 2026
Limits: The dual-sourcing claim has not been confirmed directly by Tesla or TSMC in an on-record statement; volumes and timing are not established by this source.
Tesla Breaks the Foundry Monopoly: Dual-Sourcing AI5 Silicon Across TSMC and Samsung's U.S. Fabs for 2026 Global Ramp ↗Comparisons (1)
Source: 2026-07-30 · reviewed 2026-09-22
Evidence: Analytical comparison · Reported operating
Limits: Market-share and yield figures are this outlet's estimates, not disclosed by either company; does not establish exclusivity or predict the outcome of Samsung's competitive push.
Samsung's $200 Billion Broadcom Deal Is a Bid to Break TSMC's AI Foundry Lock ↗TSMC investor FAQ ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .