TSMC logo

Silicon · Starter · Team Nvidia

TSMC

Makes most of the world's leading-edge chips for others.

91OVRSuperstarDraft · rated on 4 of 6

Ratings

TSMC held 72.5% of top-ten foundry revenue in 2Q26 on about $40.2bn and makes the leading-edge chips for Nvidia, Apple and most others.

  • Dominance98draft

    Held 72.5% of top-ten foundry revenue in 2Q26, on about $40.2bn of revenue.

    sourced trendforce.com
  • Momentum74draft

    Revenue was about $40.2bn in 2Q26, up 12.1% on the quarter.

    sourced trendforce.com
  • Leverage97draft

    Makes the leading-edge chips for Nvidia, Apple and most others, and holds 72.5% of top-ten foundry revenue.

    sourced trendforce.comreported taiwannews.com.tw

    Network base 66, judgment +31.

  • Durability72draft

    Its named risks are Taiwan concentration and whether Samsung or Intel win 2nm customers.

    sourced trendforce.com
  • Firepowerunrated

    The Atlas states no cash, raise, profit, debt or spending commitment for this company.

  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

DOM 98MOM 74LEV 97DUR 72FIRE –HEAT –

Badges

  • Chokepoint draft

    Leverage of 97, at or above 92.

Key figures

72.5%Foundry share, 2Q26$40.2bnRevenue+12.1%Growth on the quarter

From the Atlas key figure: 72.5% share, 2Q26, on about $40.2bn of revenue, up 12.1% on the quarter. Source: trendforce.com.

TickerTWSE: 2330
ListedPublic
HQHsinchu, Taiwan
Founded1987
CEOC.C. Wei

Profile

Makes most of the world's leading-edge chips for others.

Silicon · Foundries · Starter

Key figure 72.5% share, 2Q26, on about $40.2bn of revenue, up 12.1% on the quarter.

Why it leads Makes the leading-edge chips for Nvidia, Apple and most others.

What could change it Taiwan concentration, and whether Samsung or Intel win 2nm customers.

sourced trendforce.com

Connections

Allies and partners

See TSMC and its connections on the map →

Sector standing

No. 3 of 32 rated in Silicon

  1. 2Nvidia93
  2. 3Google91
  3. 3TSMC91
  4. 5Broadcom90
  5. 6Arm89

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.