# Who does TSMC pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/tsmc · Facet: suppliers · Updated: 2026-07-12T05:39:11.636894+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: TSMC's confirmed suppliers/cost counterparties include Siemens EDA, SCREEN Holdings, JSR plus 30 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 33 cost edges, backed by 58 dated sources, 13 of them primary filings (as of 2026-07-12).

### Siemens EDA (high)  → /siemens-eda.md
- note: Pays for Siemens EDA (Calibre etc.) licenses.
- [confirms] SemiWiki (EN, research, published 2025-06-01) https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/: "tsmc specifies and licenses Calibre physical verification for tape-out signoff."
- [confirms] Siemens (EN, ir, published 2025-01-01) https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/: "tsmc specifies and licenses Calibre physical verification for tape-out signoff."

### SCREEN Holdings (high)  → /screen-holdings.md
- note: Buys cleaning and track equipment from SCREEN Holdings.
- [confirms] SCREEN (EN, ir, published 2025-05-01) https://www.screen.co.jp/ir: "Buys cleaning and track equipment from SCREEN Holdings."
- [confirms] Komachine (KO, analysis, published 2025-01-01) https://www.komachine.com/ko/companies/screen-semiconductor-solutions: "Buys cleaning and track equipment from SCREEN Holdings."

### JSR (high)  → /jsr.md
- note: Buys photoresist from JSR.
- [confirms] JSR (EN, ir, published 2025-05-01) https://www.jsr.co.jp/jsr_e/ir/: "Buys photoresist from JSR."
- [confirms] Digital Daily (KO, news, published 2025-01-01) https://m.ddaily.co.kr/page/view/2021080114450640755: "Buys photoresist from JSR."

### Lasertec (high)  → /lasertec.md
- note: Buys EUV mask inspection equipment from Lasertec.
- [confirms] Lasertec (EN, filing, published 2025-08-08) https://www.lasertec.co.jp/en/ir/: "Buys EUV mask inspection equipment from Lasertec."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18973: "Buys EUV mask inspection equipment from Lasertec."

### 디스코 (high)  → /disco.md
- note: Purchases dicing and grinding equipment from Disco.
- [confirms] Disco (EN, ir, published 2025-05-01) https://www.disco.co.jp/eg/ir/: "Buys dicing and grinding equipment from Disco Corporation."
- [confirms] SemiAnalysis (EN, analysis, published 2025-01-01) https://newsletter.semianalysis.com/p/disco-corporation-the-world-leader: "Buys dicing and grinding equipment from Disco Corporation."

### Entegris (high)  → /entegris.md
- note: Buys high-purity materials and CMP slurry from Entegris.
- [confirms] SEC EDGAR (EN, filing, published 2025-02-12) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ENTG&type=10-K: "Buys high-purity materials and CMP slurry from Entegris."
- [confirms] MatrixBCG (EN, analysis, published 2025-01-01) https://matrixbcg.com/blogs/competitors/entegris: "Buys high-purity materials and CMP slurry from Entegris."

### KLA (high)  → /kla.md
- note: Buys KLA defect-inspection and metrology tools.
- [confirms] Blockmedia (KO, news, accessed 2026-06-20) https://www.blockmedia.co.kr/archives/888968: "TSMC is a key KLA customer."

### ASM International (high)  → /asm-international.md
- note: Buys ALD deposition equipment from ASM International.
- [confirms] ASM (EN, ir, published 2025-05-01) https://www.asm.com/investors: "Buys ALD deposition equipment from ASM International."
- [confirms] TheElec (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=32760: "Buys ALD deposition equipment from ASM International."

### Resonac (high)  → /resonac.md
- note: Buys packaging materials from Resonac.
- [confirms] Resonac (EN, news, published 2025-12-01) https://www.resonac.com/news/2025/12/01/3669.html: "Buys packaging materials from Resonac."
- [confirms] Resonac (EN, ir, published 2025-05-01) https://www.resonac.com/investors: "Buys packaging materials from Resonac."

### HPSP (high)  → /hpsp.md
- note: Buys high-pressure hydrogen annealing tools from HPSP (sole supplier).
- [confirms] Korea Economic Daily (KO, news, published 2025-07-13) https://www.hankyung.com/article/2025071351421: "TSMC adopts HPSP high-pressure annealing tools."

### 도쿄일렉트론 (high)  → /tokyo-electron.md
- note: Buys coater, etch, deposition and clean tools from Tokyo Electron.
- [confirms] Sisa Journal e (KO, news, accessed 2026-06-21) https://www.sisajournal-e.com/news/articleView.html?idxno=406466: "TSMC adopts TEL wafer-fab tools."

### 신에쓰화학 (high)  → /shin-etsu.md
- note: Buys 300mm silicon wafers from Shin-Etsu Chemical under LTA.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "TSMC depends on Shin-Etsu Chemical for wafer supply."

### 섬코 (high)  → /sumco.md
- note: Buys 300mm silicon wafers from SUMCO Corporation under LTA.
- [confirms] ICN Magazine (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "TSMC depends on SUMCO Corporation for wafer supply."

### GlobalWafers (high)  → /globalwafers.md
- note: Uses/buys 300mm silicon wafers from GlobalWafers.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### Advantest (high)  → /advantest.md
- note: Buys test equipment (ATE) from Advantest.
- [confirms] AlphaBiz (KO, news, published 2025-09-01) https://alphabiz.co.kr/news/view/1065571888915355: "Dominant HBM tester tech; SK hynix and others."
- [confirms] Advantest (EN, ir, published 2025-06-01) https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf: "Annual report: ATE revenue and customers."
- [confirms] Mordor (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market: "No.1 in test equipment at ~58%."

### Global Unichip (high)  → /global-unichip.md
- note: TSMC owns 34.8% of GUC (largest shareholder).
- [confirms] ETNews (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "TSMC owns 34.8% of GUC (largest shareholder)."

### Linde (high)  → /linde.md
- note: Sources industrial/specialty gases from Linde.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-30) https://www.sec.gov/Archives/edgar/data/1707925/000162828025047710/lin-20250930.htm: "Sources industrial/specialty gases from Linde."
- [confirms] Pressian (KO, news, published 2023-01-03) https://www.pressian.com/pages/articles/2023010315545594954: "Sources industrial/specialty gases from Linde."

### Fujimi (high)  → /fujimi.md
- note: Sources CMP slurry from Fujimi.
- [confirms] Fujimi/EDINET (JA, filing, published 2025-06-25) https://www.fujimiinc.co.jp/english/ir/: "Sources CMP slurry from Fujimi."

### Photronics (high)  → /photronics.md
- note: Supplies photomasks to TSMC.
- [confirms] TrendForce (EN, analysis, published 2025-11-07) https://www.trendforce.com/news/2025/11/07/news-google-unveils-7th-gen-tpu-ironwood-with-9216-chip-superpod-taking-aim-at-nvidia/: "Supplies photomasks to TSMC."

### ASML (high)  → /asml.md
- note: Key supplier of EUV lithography tools. TSMC is the biggest EUV buyer; ASML is the sole EUV source. 1Q26: leading-edge capacity and capex keep expanding on AI demand (2026 capex raised). The 2nm ramp is flagged as a 2-3pp FY2026 gross-margin dilution (EUV equipment and depreciation).
- [confirms] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: as a major purchaser of fabrication equipment, managing equipment-supplier relationships is important."
- [confirms] StockTitan (SEC 6-K) (EN, filing, published 2026-04-16) https://www.stocktitan.net/sec-filings/TSM/6-k-taiwan-semiconductor-manufacturing-co-ltd-current-report-foreign--0f919b4a4e07.html: "TSMC 1Q26 revenue was $35.90B (+40.6% YoY), with HPC 61% and smartphone 26%, and node mix of 3nm 25%, 5nm 36%, and 74% from 7nm and below."
- [confirms] etnews (KO, news, published 2026-04-16) https://www.etnews.com/20260416000342: "TSMC posted a record Q1 on AI and HPC demand, with the share of advanced-node revenue expanding sharply."

### Qnity (CMP·레지스트·패키징 소재) (high)  → /qnity-electronics.md
- note: CMP/resist/packaging-material source (8% of Qnity revenue).
- [confirms] SEC EDGAR (EN, filing, published 2025-10-01) https://www.sec.gov/Archives/edgar/data/2058873/000119312525223466/d942851dex991.htm: "TSMC is 8% of Qnity revenue."

### 어플라이드 머티어리얼즈 (mid)  → /applied-materials.md
- note: Deposition, etch and other front-end tools.
- [mentions] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: a major purchaser of semiconductor fabrication equipment."
- [confirms] PatentPC (EN, analysis, accessed 2026-06-20) https://patentpc.com/blog/top-chip-making-equipment-companies-asml-applied-materials-and-lam-research-market-data: "TSMC is a key Applied Materials customer."

### 램리서치 (mid)  → /lam-research.md
- note: Etch and deposition tools.
- [mentions] SEC / TSMC (EN, filing, published 2026-04-16) https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm: "TSMC 20-F: a major purchaser of semiconductor fabrication equipment."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-11) https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm: "10-K names TSMC among its key customers."

### Tokyo Ohka Kogyo (mid)  → /tokyo-ohka.md
- note: Buys EUV photoresist from Tokyo Ohka Kogyo.
- [confirms] JK Daily (KO, news, published 2025-06-01) https://www.jk-daily.co.kr/news/articleView.html?idxno=34917: "Buys EUV photoresist from Tokyo Ohka Kogyo."
- [confirms] TOK (EN, ir, published 2025-05-01) https://www.tok.co.jp/eng/ir: "Buys EUV photoresist from Tokyo Ohka Kogyo."

### Onto Innovation (mid)  → /onto-innovation.md
- note: Buys metrology and inspection tools from Onto Innovation.
- [confirms] TheElec (KO, news, published 2025-09-01) https://www.thelec.kr/news/articleView.html?idxno=38886: "Buys metrology and inspection tools from Onto Innovation."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-06) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K: "Buys metrology and inspection tools from Onto Innovation."

### 히타치 하이테크 (mid)  → /hitachi-hightech.md
- note: Purchases etch and metrology equipment from Hitachi High-Tech.
- [confirms] Hitachi High-Tech (EN, ir, published 2025-05-01) https://www.hitachi-hightech.com/global/en/company/financial-info/: "Buys etch and metrology equipment from Hitachi High-Tech."
- [confirms] Hitachi (EN, news, published 2024-11-27) https://www.hitachi.com/New/cnews/month/2024/11/241127a.html: "Buys etch and metrology equipment from Hitachi High-Tech."

### BESI (mid)  → /besi.md
- note: Buys hybrid-bonding and die-attach tools from BESI (advanced packaging).
- [confirms] Yole Group (EN, analysis, published 2025-08-01) https://www.yolegroup.com/press-release/advanced-packaging-fuels-transformation-in-back-end-equipment-tcb-and-hybrid-bonding-to-lead-1-3-billion-market-expansion-by-2030/: "TSMC adopts BESI hybrid-bonding tools."

### Synopsys (mid)  → /synopsys.md
- note: Uses/buys EDA tools and IP from Synopsys.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Synopsys leads EDA at ~31%."
- [confirms] Seoul Economic Daily (KO, news, published 2025-07-01) https://www.sedaily.com/NewsView/2GVCJ4DVZD: "Samsung and others use Synopsys EDA."
- [confirms] SEC EDGAR (EN, filing, published 2024-12-18) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNPS&type=10-K: "10-K: EDA tools/IP revenue and major chip customers."

### Cadence Design Systems (mid)  → /cadence.md
- note: Uses/buys EDA tools and IP from Cadence Design Systems.
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "Cadence is No.2 in EDA at ~30%."
- [confirms] Seoul Economic Daily (KO, news, published 2025-03-01) https://www.sedaily.com/article/14136879: "Cadence grows on AI-chip design."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-24) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K: "10-K: EDA tools/IP revenue."

### Teradyne (mid)  → /teradyne.md
- note: Buys test equipment (ATE) from Teradyne.
- [confirms] Korea Economic Daily (KO, news, published 2026-02-24) https://www.hankyung.com/article/2026022418631: "Teradyne surges on the chip upturn."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-26) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K: "10-K: semiconductor-test revenue."
- [confirms] Teradyne (EN, ir, published 2025-01-01) https://www.teradyne.com/semiconductor-testing/: "Memory, SoC and computing test."

### Ebara (mid)  → /ebara.md
- note: Sources CMP/vacuum pumps from Ebara.
- [confirms] Namuwiki (KO, research, published 2026-01-01) https://namu.wiki/w/에바라 제작소: "Sources CMP/vacuum pumps from Ebara."
- [confirms] SemiconductorX (EN, research, published 2025-06-01) https://semiconductorx.com/wfe-cmp.php: "Sources CMP/vacuum pumps from Ebara."

### Air Liquide (mid)  → /air-liquide.md
- note: Sources UHP/specialty gases from Air Liquide.
- [confirms] Air Liquide (EN, filing, published 2025-10-28) https://www.airliquide.com/sites/airliquide.com/files/2025-11/air-liquide-pr-25-q3-air-liquide-continues-to-combine-sales-growth-with-commercial-successes-to-shape-the-future.pdf: "Sources UHP/specialty gases from Air Liquide."
- [confirms] e4ds news (KO, news, published 2024-01-01) https://www.e4ds.com/sub_view.asp?ch=5&t=0&idx=16375: "Sources UHP/specialty gases from Air Liquide."

### 리노공업 (mid)  → /leeno.md
- note: Purchases test sockets and pins from Leeno Industrial.
- [confirms] Leeno (EN, ir, published 2025-05-01) https://www.leeno.com: "Buys test sockets and pins from Leeno Industrial."
- [confirms] Komachine (KO, analysis, published 2025-01-01) https://www.komachine.com/ko/companies/leeno: "Buys test sockets and pins from Leeno Industrial."

### 이오테크닉스 (mid)  → /eo-technics.md
- note: TSMC adopts EO Technics picosecond grooving for 3/4/5nm back-end, replacing Disco.
- [confirms] Alphabiz (KO, news, published 2024-09-01) https://alphabiz.co.kr/news/view/1065566470080106: "TSMC finalized EO Technics next-generation picosecond grooving for 3/4/5nm back-end half-cut grooving."

Reverse side: https://valuechain.wiki/tsmc/customers.md · Ripple: https://valuechain.wiki/tsmc/ripple.md

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