TSMC → Baidu
Yes, wafergraph tracks TSMC as a supplier of Baidu, as of 2026-10-09. Baidu sources from 7 tracked suppliers in this dataset; TSMC is positioned as a leader in Foundry, 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
TSMC (leader in Foundry) is a tracked supplier of Baidu (major in AI & Data Center). World's dominant foundry, manufacturing nearly all leading-edge chips. Chinese AI and cloud leader; designs Kunlun AI accelerators. The edge is one of 7 tracked suppliers of Baidu and one of 98 tracked customers of TSMC.
Source: derived from both company records and the counted edges.
Concentration / risk note
TSMC is positioned as a leader in Foundry, 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
TSMC (supplier)
World's dominant foundry, manufacturing nearly all leading-edge chips.
Baidu (customer)
Chinese AI and cloud leader; designs Kunlun AI accelerators.
Other tracked suppliers of Baidu
Other tracked customers of TSMC
Frequently asked questions3
- Is TSMC a supplier of Baidu?
- Yes. wafergraph records TSMC as a tracked supplier of Baidu (as of 2026-10-09).
- How many suppliers does Baidu have?
- The dataset records 7 tracked suppliers for Baidu.
- How many customers does TSMC have?
- The dataset records 98 tracked customers for TSMC.
Cite as: wafergraph, “TSMC → Baidu — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/tsmc/baidu/ (data as of 2026-10-09).
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