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NVIDIA and AMD design chips — but don't manufacture them. And everyone, including the manufacturers themselves, depends on a single company for the most critical equipment. Every relationship here is backed by a documented industry fact, not an AI guess.
TSMC manufactures the vast majority of the world's advanced chips out of its Taiwan facilities. Any major disruption there — military, political, or infrastructural — would cut off access to that capacity almost overnight. This isn't a prediction — it's a simulation of what the real graph says if TSMC simply disappeared tomorrow.
The simulation already ran below — scroll down to see the result.
No clicking required — here it is end to end.
EUV Equipment
Critical component, ~$181M per unit
Press Play and watch the map build itself scene by scene — suppliers, customers, competitors, and a failure simulation, all straight from the real graph.
AMD → TSMC
AMD is a fabless chip designer that relies on TSMC as its primary foundry for its CPU and GPU products.
NVIDIA → TSMC
NVIDIA is a fabless chip designer that contracts TSMC as its primary foundry for advanced-node GPU manufacturing. As of 2026, NVIDIA accounts for about 19% of TSMC's total revenue, having overtaken Apple (about 17%) as TSMC's single largest customer amid surging AI chip demand — up from just 12% for NVIDIA in 2024.
TSMC, Samsung, and Intel — rivals in every other way — all depend on the exact same single company for the world's most advanced lithography equipment.
Required by: Intel, Samsung Electronics, TSMC
Intel also requires EUV lithography machines for its advanced nodes, which only ASML manufactures.
Unlike lithography, High-Bandwidth Memory for advanced AI chips has several real suppliers — not a single-source dependency.
High-Bandwidth Memory (HBM)
High-end AI GPUs require High-Bandwidth Memory (HBM), supplied primarily by SK Hynix, with Samsung and Micron as additional suppliers.
The network map below is the real graph, not an illustration. Every node and every line is clickable.
👆 Click any company on the map to see what happens if it "fails", or click a connecting line to see the evidence behind it.
Pick a node to fail:
🧠 Psychological Impact
A supply shock could create a second-order behavioral reaction as investors simultaneously reassess exposure to TSMC and everything that depends on it — not a forecast, just an estimate of possible intensity.
Step 1
A documented dependency exists, but so does a documented alternative — impact isn't certain.
AMD is a fabless chip designer that relies on TSMC as its primary foundry for its CPU and GPU products.
A documented dependency exists, but so does a documented alternative — impact isn't certain.
NVIDIA is a fabless chip designer that contracts TSMC as its primary foundry for advanced-node GPU manufacturing. As of 2026, NVIDIA accounts for about 19% of TSMC's total revenue, having overtaken Apple (about 17%) as TSMC's single largest customer amid surging AI chip demand — up from just 12% for NVIDIA in 2024.
Impact is marked "confirmed" only once every known alternative supplier for that component is also down. "Secondary" exposure flags a dependency edge with no known sole-source alternative. The dark-red nodes on the map are structural single points of failure in the graph itself — independent of whatever you simulate.
Counted directly from the graph above — not an AI-generated score. How many other companies depend on each company's products, and how many have no alternative at all.
Intel (sole) · Samsung Electronics (sole) · TSMC (sole)
AMD · NVIDIA
NVIDIA
NVIDIA
Intel ↔ TSMC
Unlike NVIDIA and AMD, Intel both designs and manufactures its own chips (an integrated device manufacturer), competing with TSMC and Samsung in advanced manufacturing while also designing chips that compete with AMD and NVIDIA.
NVIDIA ↔ AMD
NVIDIA and AMD are the two dominant designers of discrete GPUs and AI accelerators.
TSMC ↔ Samsung Electronics
TSMC and Samsung Foundry are the two leading providers of advanced-node contract chip manufacturing, alongside Intel's emerging foundry business.
A real business description, StockIQ's current score, and the latest real headlines for each company.
AMD
AMD · Information Technology
71
B
No description available.
Yahoo · Better Artificial Intelligence Stock: Advanced Micro Devices vs. SK Hynix · today
Yahoo · Dow Jones Futures Due: Can The Market Take Flight? Robinhood, Sandisk, AMD, Moderna Surge Into Buy Areas · today
ASML
ASML · Technology
No score available
No description available.
Yahoo · Amodei, Altman, and Musk Called for an AI Slowdown. Here’s Why It’s a Warning Sign for ASML Shareholders. · 1d ago
Yahoo · KLAC Gains From AI Infrastructure: Can It Outpace AMAT & ASML? · 2d ago
Intel
INTC · Information Technology
This is the second pilot of the X-Ray engine — a hand-curated, documented dependency graph for the semiconductor industry only. Every relationship is backed by a well-known public industry fact; none of it was generated by AI. This information should not be considered investment advice.
No score available
No description available.
Yahoo · Why I'm Avoiding This Popular AI Stock Despite Its Growth Story · today
Yahoo · Intel Can Supply Only About Half of What Its Customers Want. That's a Better Problem Than It Sounds. · 1d ago
Micron Technology
MU · Information Technology
73
B
No description available.
Yahoo · Prediction: Micron Will Earn More Profit Than Microsoft in Fiscal 2027 · today
Yahoo · Billionaire David Tepper Has 40% of His Fund in Just 3 AI Stocks. Are They Still Buys? · today
NVIDIA
NVDA · Information Technology
73
B
No description available.
Motley Fool · 2 Monster Stocks to Buy and Hold for at Least the Next 5 Years · today
Motley Fool · GE Aerospace Goes Vertical (Integration) · today
Samsung Electronics
SSNLF
No score available
No description available.
Yahoo · GMIF 2026 Speakers Unveiled: Samsung, Sandisk, Solidigm and More on the Lineup · today
Benzinga · iPhone 18 Pro Hits Stores, Samsung Retakes Smartphone Throne and More: This Week in Appleverse · today
TSMC
TSM · Technology
71
B
No description available.
Yahoo · Taiwan Semiconductor Manufacturing's Foundry Market Share Is a Massive Moat Nobody Talks About · today
Yahoo · TSMC Stock And 2 Manufacturers Building Around Tariff Shifts · today