Taiwan Semiconductor Manufacturing Company
TSMsupplierTSMC is the world's largest dedicated semiconductor foundry, manufacturing chips designed by NVIDIA, Apple, AMD, Qualcomm, and most leading chipmakers. Its monopoly on extreme-ultraviolet (EUV) lithography at scale makes it the single most critical node in the global semiconductor supply chain.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($95.4B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
Cutting-edge 3-nanometer FinFET fabrication for mobile and HPC chips
Mainstream advanced node for GPUs, CPUs, and mobile SoCs
Mature nodes for automotive, IoT, and networking chips
Chip-on-Wafer-on-Substrate packaging for HBM-integrated AI accelerators
Photomask production and design-technology co-optimization services
Relaciones en la Cadena de Suministro
Clientes Clave
Proveedores Clave
EUV lithography systems
Impacto: Critical — sole EUV supplier
Deposition, etch, and CMP equipment
Impacto: High — key equipment vendor
Etch and deposition systems
Impacto: High — key equipment vendor
Wafer inspection and metrology
Impacto: High — key quality control vendor
Contexto macro y de mercado
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Próximos catalizadores
Problemas de cadena de suministro
Phoenix Fab 21 N3 공정 시험 웨이퍼 투입 시작. Apple A20 칩 우선 배정, 연간 6만 장 캐파 목표.
4월 규모 6.2 지진 발생, 팹 피해 없었으나 공급망 집중 리스크 재부각. 고객사 재고 확보 요구 강화.
Señales Institucionales
| Institución | Acción | Valor | Trimestre | Fecha de presentación |
|---|---|---|---|---|
| BlackRock | reducing | $64M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $952K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $627K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $22M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $157M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $278M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $611M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $129M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $363M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $31M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $47M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $309K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $262M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $20K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $643M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | reducing | $1M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $31M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $262K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $403K | 2025.12 | 2026-01-29↓ |
| State Street | reducing | $274M | 2025.12 | 2026-02-13↓ |
| Wellington Management | accumulating | $1.3B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $63M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $95M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $21M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $80M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $11M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $47M | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | accumulating | $1.5B | 2025.12 | 2026-02-17↑ |
| Third Point LLC | reducing | $129M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $14.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $37M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $130M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $971M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $305K | 2025.12 | 2026-02-17↑ |
Propiedad institucional
Base 13F · Q4 2025| Institución | Cambio | % participación | Trim. anterior | Acciones | Valor | SEC |
|---|---|---|---|---|---|---|
| Capital Group | Aumentada | 0.62% | — | 95.0M acciones | $1,600M | 13F |
| Berkshire Hathaway | Mantenida | 2.00% | — | 308.0M acciones | $5,200M | 13F |
| Fisher Investments | Aumentada | 0.34% | — | 53.0M acciones | $890M | 13F |
Últimas noticias
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Información de la Empresa
Puntuación de Brecha Informativa
Actividad Institucional
82
Puntuación de Medios
42
Posición en Cascada
Rol en la Cascada
mid cap
Retraso Típico
1-2 trading days
TSMC fabricates all NVIDIA GPUs; higher NVIDIA volume means higher utilization of 3nm/5nm and CoWoS packaging capacity.
Ver Cascada CompletaEstado del sector — 반도체
Noticias del sectorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Temas clave
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Próximos catalizadores
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표