TSMCTSM
TSMC's record capex is the order book for the handful of companies that actually build chip fabs — the semiconductor-equipment makers.
Where the cash goes~$65B / yr · FY2025
Capex$40B
Dividends$18B
R&D$7B
Money flows left → right · hover a node · click to open the stock.Equipment
Most exposed to TSM's spend
- ASMLASMLCurated
Sole supplier of EUV lithography systems for leading-edge nodes.
Equipment - Applied MaterialsAMATCurated
Deposition, etch and ion-implant process equipment.
Equipment - Lam ResearchLRCXCurated
Etch and deposition systems for advanced fabs.
Equipment - KLAKLACCurated
Process control and wafer inspection tools.
Equipment
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.