Enterprise DNA
Making the chips Supplier to the AI builders

TSMC

Makes most of the world's most advanced chips, including nearly all the AI GPUs from Nvidia and AMD.

Revenue
Up to $54.3B sales in one quarter. Profit up 69%
Based in
Hsinchu, Taiwan
Founded
1987
Listed
Public (TSM)
Why it is winning

No other factory can yet make the most advanced AI chips at this scale, so every major AI chip designer depends on it.

The risk to watch

Almost all of its advanced factories are in Taiwan, which carries geopolitical risk.

Money coming in

Who pays TSMC, and for what.

  • pays TSMC to make its AI GPUs and to package them with memory

Money going out

Who TSMC pays to do what it does.

No suppliers of TSMC mapped yet.

Where it sits on the map

Competitors and neighbours

Samsung
005930 Supplier

Makes memory chips, including high-bandwidth memory for AI, and contract chips in its foundry.

33% of the AI memory market (Q2 2026)

Open profile
SK hynix
000660 Supplier

Leading maker of high-bandwidth memory (HBM), the fast memory stacked beside every AI GPU.

76% operating margin in Q2 2026. 50% of the memory market

Open profile
Advantest
6857 Supplier

Makes the testers that check AI chips and memory before they ship.

About 1.13 trillion yen for fiscal 2026, up about 45% (reported)

Open profile
Amkor Technology
AMKR Supplier

Packages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.

Record $1.68B in Q1 2026, with advanced products $1.37B up 29%

Open profile
Lam Research
LRCX Supplier

Makes the etch and deposition machines used to build AI memory and advanced chips.

$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%

Open profile
Micron
MU Supplier

Makes DRAM and high-bandwidth memory for AI servers, and is one of three main memory makers.

Record $41.46B in fiscal Q3 2026 (reported)

Open profile
ASML
ASML Supplier

The only company that makes the extreme ultraviolet machines that print the smallest chip patterns.

Raised guidance three times this year. Customers asking about 2029 and 2030

Open profile
ASE Technology
2311 Supplier

The largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.

Assembly, testing and materials revenue up nearly 30% to a record in Q1 2026

Open profile
Intel
INTC Supplier

Makes CPUs and runs Intel Foundry, which is trying to become a contract chipmaker for others.

The US government holds a 9.9% stake (since August 2025)

Open profile

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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