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GEV compared with TSM: revenue, margins and what each company keeps, and the suppliers and customers both name
GEV
GE Vernova Inc.
Change
Mkt cap
Revenue
Revenue
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
Mkt cap
Revenue
Revenue
vs
Compare
GEV
GE Vernova Inc.
vs
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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GEV
GE Vernova Inc.
Change
869.26
▲
+1.33%
Mkt cap
$227.1B
Revenue
$12.6B
Q3 FY26
Revenue
$38.1B
FY25
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
401.34
▼
−1.18%
Regular session
Nov 2 '26
Mkt cap
$2.1T
Revenue
—
Revenue
—
vs
Compare
Regular session
Nov 2 '26
GEV
GE Vernova Inc.
vs
TSM
Taiwan Semiconductor Manufacturing Co Ltd
869.26
▲
+1.33%
Price
401.34
▼
−1.18%
$227.1B
Mkt cap
$2.1T
Q3 FY26
$12.6B
Revenue
—
FY25
$38.1B
Revenue
—
Change
Change
GEV
869.26
▲
+1.33%
vs
TSM
401.34
▼
−1.18%
Regular session
Nov 2 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
TSM: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only GEV
3
AIRJ
AirJoule Technologies
customer
FRMI
Fermi
customer
KEN
Kenon
customer
Shared
0
No shared counterparties.
Only TSM
27
NVDA
Nvidia
customer
AVGO
Broadcom
customer
AMD
Advanced Micro Devices
customer
LRCX
LAM Research
supplier
Role chip = supplier or customer
Source: SEC EDGAR
23 more · TSM chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
GEV, solid
TSM, dashed