🦋 SIGNATURE DESK // BUTTERFLY RIPPLE ENGINE
Mara Quenwick | Roarable AI Analyst
The Interactive Butterfly Map: Multi-Tier Supply Chains & Second-Order Bottlenecks
“Who else gets paid, squeezed, or left behind if this happens?” Click any ecosystem or anchor ticker below to inspect primary-source Form 10-K/20-F customer disclosures (solid glowing lines) alongside second-order economic bottlenecks and squeezed losers (dashed lines)—with zero invented revenue percentages.
48
Mapped Links
40
10-K Confirmed
6 Chains
8 Hypotheses
ENTRY MODE:
SELECT ECOSYSTEM SUPPLY CHAIN (48 VERIFIED MULTI-TIER CONNECTIONS)
ANCHOR HUBS:
FILTER EDGES:
ECOSYSTEM TOPOLOGY // SEMICONDUCTOR-FOUNDRY-LITHOGRAPHY
Advanced Foundry, EUV Lithography & Custom Silicon
Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
Synchronized Transmission Matrix (9 Connections)
CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →| Chain (Source → Target) | Relationship | Evidence Tier | Effect | Materiality / Disclosed Share |
|---|---|---|---|---|
| TSM→AAPL | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | TAILWIND | ~22%–25% Disclosed Largest Single Customer ("Customer A" in TSMC Form 20-F Note 35) |
| TSM→AMD | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Primary Advanced Logic Wafer & CoWoS Foundry Dependency (AMD Form 10-K) |
| ARM→QCOM | DIRECT SUPPLIER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | >10% Disclosed Top Licensee Concentration & Active Architecture Dispute (Arm Form 20-F) |
| LRCX→TSM | BOTTLENECK BENEFICIARY | ✓ CONFIRMED FILING | TAILWIND | 10%+ Disclosed Top Foundry/Memory Customer Tier (Lam Research Form 10-K Note 19) |
| KLAC→TSM | BOTTLENECK BENEFICIARY | ✓ CONFIRMED FILING | TAILWIND | >10% Disclosed Named Customer Concentration (KLA Corp. FY2024 Form 10-K Note 19) |
| TSM→INTC | SUBSTITUTE / RIVAL | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Undisclosed % — Disclosed External Wafer Outsourcing & Competing Foundry Strategy (INTC Form 10-K) |
| ASML→TSM | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | ~30%+ Disclosed Top Two Customer Concentration Tier (ASML FY2024 Form 20-F Note 21) |
| TSM→AVGO | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | ~90%+ of Broadcom Wafer Foundry Volume Disclosed at TSMC (Broadcom FY2024 Form 10-K Item 1) |
| AMAT→TSM | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | 10%+ Disclosed Major Foundry Customer Concentration (Applied Materials Form 10-K Note 18) |