TSMC

TSM · NYSE

Can advanced process and packaging expansion sustain growth and returns on capital?

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BUSINESS NETWORK

Follow the dependencies

Select a node to explore the evidence and open questions.

RELATIONSHIP MAPTSMC

UPSTREAM INPUTS

FOCUS COMPANYTSMCBusiness dependency focus

DOWNSTREAM DELIVERY

Upstream · inputsDownstream · deliveryDashed · historical

Platform · Upstream

NVIDIA

Computational lithography software and GPU acceleration

Historical disclosure · 2023-03-21

01The relationship

NVIDIA’s 2023 announcement says TSMC is integrating cuLitho. It supports a computational-lithography technology relationship, not fab-wide deployment scale or today’s rollout status.

02What to verify next

Seek later deployment disclosures and process coverage; separate plans from production validation.

03Sources & evidence

NVIDIA NVIDIA, ASML, TSMC and Synopsys: next-generation chip manufacturing · 2023-03-21

Read supporting excerpt

The new NVIDIA cuLitho software library for computational lithography is being integrated by TSMC

RELATIONSHIP REGISTER

The business behind each connection

6 / 6

Compare what is supplied or delivered, the disclosed facts and open questions. Select a company name to highlight its connection above.

TSMC · Documented business dependencies
Counterparty / direction	Product or service	Evidence & scope	Source / disclosure date	What to verify next
Upstream · Platform	Computational lithography software and GPU acceleration	NVIDIA’s 2023 announcement says TSMC is integrating cuLitho. It supports a computational-lithography technology relationship, not fab-wide deployment scale or today’s rollout status.	Historical disclosure NVIDIA ↗2023-03-21 Supporting excerpt The new NVIDIA cuLitho software library for computational lithography is being integrated by TSMC	Seek later deployment disclosures and process coverage; separate plans from production validation.
Downstream · Customer	Blackwell wafer fabrication	NVIDIA announced a Blackwell wafer volume-production milestone at TSMC Arizona in October 2025.	Historical disclosure NVIDIA ↗2025-10-17 Supporting excerpt the first NVIDIA Blackwell wafer produced on U.S. soil	Check subsequent yields, deliveries and packaging integration.
Downstream · Customer	US-fab chip manufacturing	In August 2025 Apple identified itself as the first and largest customer of TSMC Arizona; this scope applies to that factory.	Historical disclosure Apple ↗2025-08-06 Supporting excerpt Apple is the first and largest customer	Check US-fab output and technology migration.
Upstream · Supplier	Manufacturing production support	TSMC’s 2024 supplier awards identify this partner’s contribution; equipment models, procurement volumes and supply shares are not disclosed.	Historical disclosure TSMC ↗2024-12-02 Supporting excerpt ASML - Excellent Production Support	Verify equipment, process nodes and delivery lead times.
Upstream · Supplier	Manufacturing technology collaboration	TSMC’s 2024 supplier awards identify this partner’s contribution; equipment models, procurement volumes and supply shares are not disclosed.	Historical disclosure TSMC ↗2024-12-02 Supporting excerpt Applied Materials, Inc. - Excellent Technology Collaboration	Verify equipment, process nodes and delivery lead times.
Upstream · Supplier	Technology & production support	TSMC’s 2024 supplier awards identify this partner’s contribution; equipment models, procurement volumes and supply shares are not disclosed.	Historical disclosure TSMC ↗2024-12-02 Supporting excerpt TOKYO ELECTRON LIMITED - Excellent Technology Collaboration and Production Support	Verify equipment, process nodes and delivery lead times.

Coverage & reading notesReviewed 2026-10-15

Selected relationships, not a complete supply chain. Omission does not imply absence, and a dated disclosure does not establish that a contract remains active. Arrows indicate input or delivery direction, not exclusivity, procurement share or investment advice.