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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 · The ARK Trade Watch: Cathie Wood Cuts Crypto Exposure, Then Reverses Course On CoreWeave · today
Yahoo · AMD (AMD) Stock Looks Cheap After Its Huge 3 Year Run · today
ASML
ASML · Technology
No score available
No description available.
Yahoo · KLAC Gains From AI Infrastructure: Can It Outpace AMAT & ASML? · today
Yahoo · Eisman Says Buy Micron And SK Hynix. “In This Knife Fight You Want To Be The One Selling The Knives” · today
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 · Intel vs. SK Hynix: Which Chip Stock Is Worth Chasing After This Week's Surge? · today
Yahoo · Micron Adds 1.3% as Intel Extends Memory Scarcity Into 2027 · today
Micron Technology
MU · Information Technology
73
B
No description available.
Yahoo · Micron Turned $10,000 Into About $130,000 in 5 Years. Most of It Came in the Past 12 Months. · today
Yahoo · Stock Market Today: Nasdaq, S&P Reverse Slightly Higher; Sandisk, Lumentum Lead This Tech Rally (Live Coverage) · today
NVIDIA
NVDA · Information Technology
73
B
No description available.
Yahoo · Why Gemini Space Station Stock Jumped 31.2% Today · today
Yahoo · Micron Turned $10,000 Into About $130,000 in 5 Years. Most of It Came in the Past 12 Months. · today
Samsung Electronics
SSNLF
No score available
No description available.
Yahoo · Micron Faces Growing China Threat. It’s a Bigger Problem for Memory-Chip Rivals. · today
SeekingAlpha · Micron: Sept. 30 Could Reveal How Big Its Next Buyback Really Is · today
TSMC
TSM · Technology
No score available
No description available.
Yahoo · Portfolio Fit: AIFR · today
Yahoo · Why Is Taiwan Semiconductor Manufacturing (TSM) Ramping 2nm Production And Spending More? · today