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Taiwan Semiconductor Manufacturing Company Limited (TSM) Competitors & Peers

The 5 largest companies in the same industry as Taiwan Semiconductor Manufacturing Company Limited, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.

How we identify peers ↗

TickerRelationshipPriceComparables
NVDASupplier$219.70P/E 27.7RSI 52Cap 5.31 T
AVGOSupplier$354.59P/E 45.2RSI 44Cap 1.69 T
MUPeer$998.54P/E 22.4RSI 56Cap 1.12 T
AMDSupplier$546.20P/E 138.6RSI 62Cap 886.9 B
INTCCompetitor$107.12RSI 59Cap 564.6 B

How these relationships were derived

Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.

Confirmed relationships (cited)

Sourced from a public filing or disclosure — each links to its origin.

  • ASMLSupplier

    ASML supplies EUV (NXE/EXE) and DUV scanners for TSMC advanced nodes (N5/N3/N2).

    Confirmed — SEC filing / public disclosureinvestor.tsmc.com ↗
  • CRUSSupplier

    TSMC is a primary foundry for Cirrus Logic wafer production alongside GlobalFoundries (CRUS FY2025 10-K).

    Confirmed — SEC filing / public disclosuresec.gov ↗
  • INDIManufacturer

    TSMC serves as the primary foundry fabrication partner for Indie Semiconductor's mixed-signal silicon.

    Confirmed — SEC filing / public disclosuresec.gov ↗
  • ADIManufacturer

    TSMC acts as the primary third-party foundry for Analog Devices, fabricating advanced digital and mixed-signal wafers under ADI's hybrid manufacturing model.

    Confirmed — SEC filing / public disclosuresec.gov ↗
  • MRVLManufacturer

    TSMC is Marvell's primary external foundry partner fabricating its advanced logic and networking chips, including advanced 5nm, 3nm, and upcoming 2nm process nodes.

    Confirmed — SEC filing / public disclosuresec.gov ↗

Model-inferred relationships (unverified)

Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.

  • SNPSPartner

    Synopsys is a key partner in TSMC's Open Innovation Platform (OIP), co-developing and certifying EDA tools and silicon-proven IP for TSMC's advanced nodes (3nm, 2nm, A16, and A14).

    Model-inferred, unverified — treat as a lead, not evidence
  • ASXSupplier

    ASE receives processed wafers from TSMC for packaging and testing.

    Model-inferred, unverified — treat as a lead, not evidence
  • ASMLCustomer

    TSMC is ASML's largest customer, purchasing advanced EUV (Extreme Ultraviolet) and DUV (Deep Ultraviolet) lithography systems for leading-edge chip production.

    Model-inferred, unverified — treat as a lead, not evidence
  • AMDSupplier

    TSMC fabricates AMD CPU/GPU/DPU silicon.

    Model-inferred, unverified — treat as a lead, not evidence
  • SMTCSupplier

    TSMC manufactures analog mixed-signal wafers for Semtech.

    Model-inferred, unverified — treat as a lead, not evidence
  • 6723.TManufacturer

    Renesas uses TSMC as its primary foundry partner for manufacturing advanced microcontrollers at 28nm, 16nm, and below.

    Model-inferred, unverified — treat as a lead, not evidence
  • NVDASupplier

    TSMC fabricates NVIDIA Hopper/Blackwell/Rubin GPUs + CoWoS packaging.

    Model-inferred, unverified — treat as a lead, not evidence
  • 005930.KSCompetitor

    TSMC + Samsung top-2 advanced foundries.

    Model-inferred, unverified — treat as a lead, not evidence
  • CDNSPartner

    Cadence is a major Open Innovation Platform (OIP) partner for TSMC, certifying its EDA design tools and interface/foundation IP for TSMC's advanced silicon nodes (N3, N2, and A16).

    Model-inferred, unverified — treat as a lead, not evidence
  • NVTSSupplier

    TSMC manufactures GaN wafers under contract for Navitas.

    Model-inferred, unverified — treat as a lead, not evidence
  • MXLSupplier

    TSMC manufactures analog and mixed-signal silicon for MaxLinear.

    Model-inferred, unverified — treat as a lead, not evidence
  • AVGOSupplier

    TSMC fabricates Broadcom networking + custom AI XPU silicon (per AVGO 10-K).

    Model-inferred, unverified — treat as a lead, not evidence
  • FORMCustomer

    FormFactor supplies custom probe cards for TSMC customer foundry chips.

    Model-inferred, unverified — treat as a lead, not evidence
  • BOSCH.DEPartner

    Bosch and TSMC are joint venture partners in the European Semiconductor Manufacturing Company (ESMC) fab in Dresden.

    Model-inferred, unverified — treat as a lead, not evidence
  • AAPLSupplier

    TSMC fabricates Apple A-series + M-series + S-series silicon; Apple ~25% of TSMC revenue.

    Model-inferred, unverified — treat as a lead, not evidence
  • NVMISupplier

    TSMC acts as the primary foundry fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • SYNASupplier

    TSMC acts as the primary foundry fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • KNSupplier

    TSMC acts as the primary foundry fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • PENGSupplier

    TSMC acts as the primary foundry fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • DIODSupplier

    TSMC acts as the primary foundry fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • VGNTSupplier

    TSMC is the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • SONYManufacturer

    TSMC and Sony maintain a joint venture foundry in Japan (JASM) and entered into a strategic partnership in 2026 for manufacturing next-generation image sensor chips.

    Model-inferred, unverified — treat as a lead, not evidence
  • BITMAINManufacturer

    TSMC is Bitmain's exclusive foundry partner for fabricating custom Bitcoin mining ASIC chips using advanced process nodes.

    Model-inferred, unverified — treat as a lead, not evidence
  • ALOTSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • DQSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • AAPLManufacturer

    TSMC is the exclusive foundry partner fabricating Apple's custom-designed A-series and M-series silicon chips using advanced nodes (like 3nm).

    Model-inferred, unverified — treat as a lead, not evidence
  • DPROSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • ADTTFSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • DDDSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • DDDXSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • DISPFSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • AGMHSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • MCHPSupplier

    TSMC fabricates Microchip's advanced 32-bit microcontrollers, FPGAs, and networking silicon.

    Model-inferred, unverified — treat as a lead, not evidence
  • CRCTSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • RALSupplier

    TSMC is the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • NOVTSupplier

    TSMC is the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • CRSRSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • AMZNManufacturer

    TSMC is the primary foundry partner fabricating Amazon's custom silicon portfolio, including Graviton CPUs, Trainium/Inferentia AI processors, and Nitro networking controllers, utilizing advanced nodes like 3nm.

    Model-inferred, unverified — treat as a lead, not evidence
  • AMBAManufacturer

    TSMC acts as the primary wafer fabrication partner for Ambarella's mature and advanced video and edge AI processors.

    Model-inferred, unverified — treat as a lead, not evidence
  • DINRFSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • PISupplier

    TSMC is the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • TDYSupplier

    TSMC is the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • AIPSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence
  • GOOGLManufacturer

    TSMC is the primary foundry partner fabricating Google's custom Tensor Processing Units (TPUs, including TPU v5, TPU v6 / Trillium, and TPU v8 / Sunfish) and Tensor system-on-chips (SoCs) for Google Pixel mobile devices.

    Model-inferred, unverified — treat as a lead, not evidence
  • AMBQSupplier

    TSMC acts as the primary outsourced semiconductor fabrication partner producing advanced silicon wafers.

    Model-inferred, unverified — treat as a lead, not evidence