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Foundry & EquipmentSEC filings
TSMC (TSM)
Leading-edge foundry for NVDA, AMD, AVGO, AAPL, GOOGL, AMZN AI silicon
Modeled AI capex flow
$11.7B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
60.0%
of revenue (latest 10-K)
Top hyperscaler customer
AMZN
modeled $3.3B flow
HPC % of revenue
—
Q4 2025
Forward visibility: HPC % of revenue
The leading indicator AM analysts read as capex commitments convert to supplier revenue.
TSM doesn't disclose backlog. HPC (High-Performance Computing) segment share ~52% of FY25 revenue, a proxy for AI exposure. CoWoS capacity sold out through 2026.
As of: Q4 2025Source filing
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Amazon (AMZN) | $3.3B | 28.5% |
| Microsoft (MSFT) | $2.7B | 23.3% |
| Meta Platforms (META) | $2.4B | 20.3% |
| Alphabet (GOOGL) | $2.3B | 19.4% |
| Oracle (ORCL) | $1.0B | 8.5% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
HPC segment ~52% of revenue FY25 and growing. Effectively the chokepoint for advanced AI silicon production.
View SEC filings page