Correlation map

Pick a company to see where it actually produces — every country in its footprint, shaded by capacity share — overlaid with the countries whose register actions name it (severity ring + action count), plus violet arcs to the chokepoint countries its material inputs depend on. The map is a lens; the dossier and register are the source of record.

Taiwan Semiconductor Manufacturing Company produces across 4 countries — 88% of mapped capacity sits in 🇹🇼 Taiwan (HQ 🇹🇼 Taiwan).

material exposures: silicon · neodymium · tungsten · helium · photoresist · high-purity-quartz

21 register actions name Taiwan Semiconductor Manufacturing Company, issued from 8 countries (top: 🇺🇸 United States ×13) — 3 of those also sit in its production footprint (regulator ∩ producer).

Latest: 🇺🇸 US USTR Section 301 investigations into structural excess capacity and overproduction — 16 economies (China, EU, Singapore, Switzerland, Norway, Indonesia, Malaysia, Cambodia, Thailand, Korea, Vietnam, Taiwan, Bangladesh, Mexico, Japan, India) · 2026-03-11 · 209d ago

Its 4 scored input materials trace to 2 supplier countries — 1 refines >70% in a single country. Top input chokepoint: 🇨🇳 China (tungsten 90%, neodymium 85%, silicon 80%) — nearest ex-🇨🇳 tungsten producer: 🇦🇹 Austria ~4% — ~6-12mo to ramp (share-of-stage heuristic, not a sourced qualification time). (2 exposures without scored production data: photoresist, high-purity-quartz)Armed chokepoint: 🇨🇳 China has itself issued 19 register actions restricting the inputs it already dominates — neodymium (7), rare-earth-elements (6), rare-earths (5), tungsten (4), +1 more — max severity 5/5. This share is a demonstrated lever, not just a concentration.Latest: China MOFCOM Preliminary Anti-Dumping Ruling on Japanese Dichlorosilane (DCS) Imports · 2026-09-07 · 29d ago

Substitutes & lead-time to switch: silicon → · neodymium → · tungsten → · helium →

Triple-overlap node: 🇺🇸 United States sits in all three layers at once — 5% of mapped capacity · 13 actions naming Taiwan Semiconductor Manufacturing Company (max sev 5/5) · dominant world supplier of 1 scored input (helium 43%). One disruption there hits output, regulation and inputs together — the correlated tail a single-layer view misses. its US actions →Also multi-layer: 🇹🇼 Taiwan (produces + regulates) · 🇨🇳 China (produces + supplies) · 🇯🇵 Japan (produces + regulates)

Named counterparties: this dossier names 1 firm with a source; 1 is in this corpus with a mapped footprint, and 1 of those produces in a country already on this map (🇹🇼 Taiwan · 🇺🇸 United States · 🇰🇷 South Korea) — the named end of an exposure the country layers show anonymously.NVIDIA Corporation (customer) 🇹🇼 TW ◆ ◆ = produces in a country already on this map.14 other dossiers name Taiwan Semiconductor Manufacturing Company from the other side (customer / supplier).

filter by input:all silicon neodymium tungsten helium photoresist high-purity-quartz

scroll / ± to zoom · drag to pan · click a facility, country ring or supply arc to isolate

Reading the map: green shading = the company's production countries by capacity share, with dots at facility cities (dashed = approximate, country-level). Violet arcs = INPUT DEPENDENCIES — they run from the country that dominates world production/refining of a material the company consumes to the company's base; the % is that country's share of world supply at the named stage, NOT an import/export volume. Severity rings = countries whose register actions name the company.

Full dossier & sources →Company risk view →See 21 actions naming Taiwan Semiconductor Manufacturing Company →Clear selection