Gravity

GROSS ~$148B/yr foundry revenue sits under multi-trillion downstream — ~70% global foundry share, ~90%+ of <7nm; sole/main supplier to Nvidia/Apple/AMD/Broadcom/Qualcomm — CHOKEPOINT (undeflated)

med confidence · as of 2026-07-26 · about TSMC

Sourced figures 3

Wikipedia — TSMC (market share) ~70% global foundry market share
2026-07 med
kestrel board.yaml — tsmc (internal anchor) board.yaml anchor: '~90%+ of <7nm; sole/main supplier to Nvidia/Apple/AMD/Broadcom/Qualcomm — CHOKEPOINT'
2026-07 med
companiesmarketcap.com — TSMC market cap ~$2.092T (SIDE-LABEL, not commanded capital)
2026-07 med

the working

Threads 1

TSMC Capacity Race open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to TSMC.