ASML → TSMC
Yes, wafergraph tracks ASML as a supplier of TSMC, as of 2026-10-09. TSMC sources from 173 tracked suppliers in this dataset; ASML is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
ASML is recorded as a monopoly in lithography and lists TSMC as a customer; TSMC lists ASML as a supplier. ASML's one-liner says it is the sole supplier of EUV lithography machines required for leading-edge chips; TSMC is the foundry that runs those tools. The edge is where a single-source tool vendor meets the foundry the rest of the named leading-edge customers sit on.
Source: editorial slot on top of graph facts.
Concentration / risk note
ASML is positioned as a monopoly in Equipment (Front End), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
ASML (supplier)
Sole supplier of EUV lithography machines required for all leading-edge chips.
TSMC (customer)
World's dominant foundry, manufacturing nearly all leading-edge chips.
Other tracked suppliers of TSMC
Other tracked customers of ASML
Frequently asked questions3
- Is ASML a supplier of TSMC?
- Yes. wafergraph records ASML as a tracked supplier of TSMC (as of 2026-10-09).
- How many suppliers does TSMC have?
- The dataset records 173 tracked suppliers for TSMC.
- How many customers does ASML have?
- The dataset records 11 tracked customers for ASML.
Cite as: wafergraph, “ASML → TSMC — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/asml/tsmc/ (data as of 2026-10-09).
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