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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($95.4B)

Data statis (memuat keuangan langsung…)

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

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

NVIDIA Corporation

GPU wafer fabrication

Dampak: $20B+ — largest single customer

Alphabet Inc. (Google)

TPU chip fabrication

Dampak: $4B+

Microsoft Corporation

Custom Maia AI chip fabrication

Dampak: $1B+

Amazon.com (AWS)

Graviton and Trainium chip fab

Dampak: $2B+

Pemasok Utama

ASML Holding

EUV lithography systems

Dampak: Critical — sole EUV supplier

Applied Materials

Deposition, etch, and CMP equipment

Dampak: High — key equipment vendor

Lam Research

Etch and deposition systems

Dampak: High — key equipment vendor

KLA Corporation

Wafer inspection and metrology

Dampak: High — key quality control vendor

Pesaing

Samsung Electronics

Foundry services

Dampak: Samsung is distant #2 in advanced nodes

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Masalah rantai pasokan

↑ 생산 확대애리조나 N3 공정 2026H1 시험생산
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
2026-02

4월 규모 6.2 지진 발생, 팹 피해 없었으나 공급망 집중 리스크 재부각. 고객사 재고 확보 요구 강화.

Sinyal Institusional

InstitusiTindakanNilaiKuartalTanggal pengajuan
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↑

Kepemilikan institusional

Basis 13F · Q4 2025
InstitusiPerubahan% kepemilikanKuartal sblmSahamNilaiSEC
Capital GroupDitingkatkan0.62%—95.0M saham$1,600M13F
Berkshire HathawayDipertahankan2.00%—308.0M saham$5,200M13F
Fisher InvestmentsDitingkatkan0.34%—53.0M saham$890M13F
Total kepemilikan terlacak: 2.96%Total nilai: $7,690MBerdasarkan SEC EDGAR 13F-HR · keterlambatan 45 hari

Berita terkini

Memuat berita...

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Tema Makro Terkait

Lihat Semua Tema

Macro Information Asymmetry

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News gap13F signalInstitutional front-running

Info Perusahaan

Kantor Pusat

Hsinchu, Taiwan

Didirikan

1987

Karyawan

76,000+

Situs Web

tsmc.com

Skor Kesenjangan Berita

Skor Kesenjangan45
Kesenjangan RendahKesenjangan Tinggi

Aktivitas Institusional

82

Skor Media

42

Posisi Kaskade

Peran dalam Kaskade

mid cap

Keterlambatan Tipikal

1-2 trading days

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

Lihat Kaskade Lengkap

Gambaran umum sektor — 반도체

Berita sektor

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

Tema utama

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

Katalis mendatang

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