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.
製品と売上
製品別売上シェア
売上内訳 ($95.4B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
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
サプライチェーン関係
主要顧客
主要サプライヤー
EUV lithography systems
影響: Critical — sole EUV supplier
Deposition, etch, and CMP equipment
影響: High — key equipment vendor
Etch and deposition systems
影響: High — key equipment vendor
Wafer inspection and metrology
影響: High — key quality control vendor
マクロ・市場概況
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
次の主要イベント
サプライチェーン問題
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.
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企業情報
カスケードポジション
カスケード内の役割
mid cap
典型的な遅延
1-2 trading days
TSMC fabricates all NVIDIA GPUs; higher NVIDIA volume means higher utilization of 3nm/5nm and CoWoS packaging capacity.
完全なカスケードを見るセクター概況 — 반도체
セクターニュースWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
主要テーマ
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
次の主要イベント
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표