---
id: "entity-tsmc"
type: "entity"
entityType: "organization"
canonicalName: "TSMC"
aliases: ["Taiwan Semiconductor Manufacturing Company", "Taiwan Semiconductor"]
source_timestamps: ["00:10:00"]
tags: ["semiconductors", "fabs", "taiwan"]
related: ["claim-tsmc-energy-vulnerability", "concept-ai-energy-function", "entity-nvidia", "entity-amd"]
url: "https://www.tsmc.com"
sources: ["s50-helium-48-days"]
sourceVaultSlug: "s50-helium-48-days"
originDay: 50
---
# TSMC (Taiwan Semiconductor Manufacturing Company)

The world's largest contract chipmaker, located in Taiwan. Holds 60%+ market share in advanced-node foundry production and is the key supplier of AI chips to [[entity-nvidia-d50]] and [[entity-amd]].

Highlighted in the source for its extreme vulnerability to energy shocks: per the speaker, TSMC operates with only **11 days of LNG gas reserves** — see [[claim-tsmc-energy-vulnerability]]. (Enrichment refutes this figure, citing 30–90 days of reserves and energy-import diversification.)

TSMC is a central node in the [[concept-ai-energy-function]] argument and one of the primary downstream victims in [[framework-three-channels-disruption]] Channels 1 and 2.