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Taiwan Semiconductor Manufacturing Company

TSMsupplier

TSMC 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.

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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($95.4B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

High Performance Computing (52%)
Smartphone (26%)
IoT (8%)
Automotive (8%)
Digital Consumer Electronics (6%)

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

3nm Process (N3E/N3P)28%

Cutting-edge 3-nanometer FinFET fabrication for mobile and HPC chips

5nm Process (N5/N4P)35%

Mainstream advanced node for GPUs, CPUs, and mobile SoCs

7nm and Above22%

Mature nodes for automotive, IoT, and networking chips

Advanced Packaging (CoWoS)10%

Chip-on-Wafer-on-Substrate packaging for HBM-integrated AI accelerators

Mask Making & IP5%

Photomask production and design-technology co-optimization services

आपूर्ति श्रृंखला संबंध

प्रमुख ग्राहक

NVIDIA Corporation

GPU wafer fabrication

प्रभाव: $20B+ — largest single customer

Alphabet Inc. (Google)

TPU chip fabrication

प्रभाव: $4B+

Microsoft Corporation

Custom Maia AI chip fabrication

प्रभाव: $1B+

Amazon.com (AWS)

Graviton and Trainium chip fab

प्रभाव: $2B+

प्रमुख आपूर्तिकर्ता

ASML Holding

EUV lithography systems

प्रभाव: Critical — sole EUV supplier

Applied Materials

Deposition, etch, and CMP equipment

प्रभाव: High — key equipment vendor

Lam Research

Etch and deposition systems

प्रभाव: High — key equipment vendor

KLA Corporation

Wafer inspection and metrology

प्रभाव: High — key quality control vendor

प्रतिस्पर्धी

Samsung Electronics

Foundry services

प्रभाव: Samsung is distant #2 in advanced nodes

व्यापक एवं बाजार संदर्भ

반도체क्षेत्र समाचार

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

आगामी उत्प्रेरक

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

आपूर्ति श्रृंखला समस्याएं

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2026-04

Phoenix Fab 21 N3 공정 시험 웨이퍼 투입 시작. Apple A20 칩 우선 배정, 연간 6만 장 캐파 목표.

⚡ 리스크대만 지진 리스크 — 글로벌 반도체 단일 공급 취약성
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4월 규모 6.2 지진 발생, 팹 피해 없었으나 공급망 집중 리스크 재부각. 고객사 재고 확보 요구 강화.

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
BlackRockreducing$64M2024.062024-08-13↓
BlackRockreducing$952K2024.062024-08-13↓
BlackRockreducing$627K2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
BlackRockreducing$157M2024.062024-08-13↓
BlackRockreducing$278M2024.062024-08-13↓
BlackRockaccumulating$611M2024.062024-08-13↑
BlackRockreducing$129M2024.062024-08-13↓
BlackRockreducing$363M2024.062024-08-13↓
BlackRockreducing$31M2024.062024-08-13↓
BlackRockreducing$47M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$309K2024.062024-08-13↓
BlackRockreducing$262M2024.062024-08-13↓
BlackRockreducing$20K2024.062024-08-13↓
BlackRockaccumulating$643M2024.062024-08-13↑
Vanguard Groupreducing$1M2025.122026-01-29↓
Vanguard Groupaccumulating$31M2025.122026-01-29↑
Vanguard Groupreducing$262K2025.122026-01-29↓
Vanguard Groupreducing$403K2025.122026-01-29↓
State Streetreducing$274M2025.122026-02-13↓
Wellington Managementaccumulating$1.3B2025.122026-02-17↑
Wellington Managementaccumulating$63M2025.122026-02-17↑
Wellington Managementreducing$4M2025.122026-02-17↓
Wellington Managementaccumulating$95M2025.122026-02-17↑
Wellington Managementreducing$4M2025.122026-02-17↓
Wellington Managementreducing$21M2025.122026-02-17↓
Wellington Managementaccumulating$80M2025.122026-02-17↑
Wellington Managementreducing$11M2025.122026-02-17↓
Wellington Managementreducing$47M2025.122026-02-17↓
Viking Global Investorsaccumulating$1.5B2025.122026-02-17↑
Third Point LLCreducing$129M2025.122026-02-17↓
FMR (Fidelity)accumulating$14.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$37M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.4B2025.122026-02-17↑
FMR (Fidelity)accumulating$1.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$130M2025.122026-02-17↑
FMR (Fidelity)accumulating$971M2025.122026-02-17↑
FMR (Fidelity)accumulating$305K2025.122026-02-17↑

संस्थागत स्वामित्व

13F आधार · Q4 2025
संस्थापरिवर्तनस्वामित्व %पिछली तिमाहीशेयरमूल्यSEC
Capital Groupबढ़ाई गई0.62%—95.0M शेयर$1,600M13F
Berkshire Hathawayबनाए रखा2.00%—308.0M शेयर$5,200M13F
Fisher Investmentsबढ़ाई गई0.34%—53.0M शेयर$890M13F
कुल ट्रैक स्वामित्व: 2.96%कुल मूल्य: $7,690MSEC EDGAR 13F-HR के आधार पर · 45-दिन की देरी

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Taiwan Semiconductor Manufacturing Company का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

संबंधित मैक्रो थीम

सभी थीम देखें

Macro Information Asymmetry

Beyond insider trading — knowing the direction of policy, resource flows, and macro turning points before the market prices them in. Flowvium's news gap score quantifies this edge.

News gap13F signalInstitutional front-running

कंपनी जानकारी

मुख्यालय

Hsinchu, Taiwan

स्थापना

1987

कर्मचारी

76,000+

वेबसाइट

tsmc.com

न्यूज़ गैप स्कोर

गैप स्कोर45
कम गैपअधिक गैप

संस्थागत गतिविधि

82

मीडिया स्कोर

42

कैस्केड स्थिति

कैस्केड में भूमिका

mid cap

सामान्य देरी

1-2 trading days

TSMC fabricates all NVIDIA GPUs; higher NVIDIA volume means higher utilization of 3nm/5nm and CoWoS packaging capacity.

पूरा कैस्केड देखें

क्षेत्र अवलोकन — 반도체

क्षेत्र समाचार

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

मुख्य विषय

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

आगामी उत्प्रेरक

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표