TSMC → IBM
Yes, wafergraph tracks TSMC as a supplier of IBM, as of 2026-10-09. IBM sources from 6 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 IBM (major in AI & Data Center). World's dominant foundry, manufacturing nearly all leading-edge chips. Enterprise computing and cloud; designs its own Power and Telum chips. The edge is one of 6 tracked suppliers of IBM 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.
IBM (customer)
Enterprise computing and cloud; designs its own Power and Telum chips.
Other tracked suppliers of IBM
Other tracked customers of TSMC
Frequently asked questions3
- Is TSMC a supplier of IBM?
- Yes. wafergraph records TSMC as a tracked supplier of IBM (as of 2026-10-09).
- How many suppliers does IBM have?
- The dataset records 6 tracked suppliers for IBM.
- How many customers does TSMC have?
- The dataset records 98 tracked customers for TSMC.
Cite as: wafergraph, “TSMC → IBM — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/tsmc/ibm/ (data as of 2026-10-09).
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