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.
产品与营收
产品营收占比
营收构成 ($95.4B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
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
供应链关系
主要客户
主要供应商
EUV lithography systems
影响: Critical — sole EUV supplier
Deposition, etch, and CMP equipment
影响: High — key equipment vendor
Etch and deposition systems
影响: High — key equipment vendor
Wafer inspection and metrology
影响: High — key quality control vendor
宏观与市场背景
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
近期催化剂
供应链问题
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.
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
机构持股情况
13F基准 · Q4 2025| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| Capital Group | 增持 | 0.62% | — | 95.0M股 | $1,600M | 13F |
| Berkshire Hathaway | 维持 | 2.00% | — | 308.0M股 | $5,200M | 13F |
| Fisher Investments | 增持 | 0.34% | — | 53.0M股 | $890M | 13F |
最新新闻
AI 分析
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企业信息
新闻盲区评分
机构活动
82
媒体评分
42
连锁位置
连锁中的角色
mid cap
典型延迟
1-2 trading days
TSMC fabricates all NVIDIA GPUs; higher NVIDIA volume means higher utilization of 3nm/5nm and CoWoS packaging capacity.
查看完整连锁分析行业概况 — 반도체
行业新闻WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
核心主题
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化剂
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표