Who depends on Taiwan Semiconductor Manufacturing
2 listed suppliers report Taiwan Semiconductor Manufacturing as a customer worth 10% or more of their revenue, led by Onto Innovation at 20%.
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Suppliers that depend on Taiwan Semiconductor Manufacturing
Listed companies whose annual report names Taiwan Semiconductor Manufacturing as a customer worth 10% or more of their revenue. If Taiwan Semiconductor Manufacturing cuts orders or switches supplier, these are the companies that feel it.
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Onto InnovationONTO | 20% | from 23% | 9 years | FY 2026 · filed 24 Feb 2026 |
| Qnity ElectronicsQ | 8% | from 7% | 3 years | FY 2025 · filed 26 Feb 2026 |
Formerly disclosed
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Applied MaterialsAMAT | 11% | last FY 2024 | 9 years | FY 2024 · filed 13 Dec 2024 |
About this data
US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.
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