Taiwan Semiconductor Manufactur
TSM
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Taiwan Semiconductor Manufactur's move is spreading beyond its market group.
No new filing conclusion is available. 16 of 17 group members are active now; 3 filing-linked outsiders are moving with the group, and 2 of 25 directly disclosed connections are confirming.
- Participation remains broad in the next market snapshot.
- NVDA remains aligned with the group in the next market snapshot.
Invalidation: This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Who this business touches
The relationships behind TSM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Q8.0% of QcustomerMay 12, 2026 ▾
“Additionally, net sales to Taiwan Semiconductor Manufacturing Company Limited (TSMC) accounted for 8 % of total net sales for the three months ended March 31, 2026 and 2025.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 24 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TSM is currently a Early Follower in the organic co-movement group Semiconductor Equipment & Electricals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.