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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
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Supply chain
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Supply-chain overlap
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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
›
GEV
GE Vernova Inc.
Change
772.06
▼
−7.30%
· post 782.26
Mkt cap
$203.9B
Revenue
$12.6B
Q3 FY26
Revenue
$38.1B
FY25
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
354.03
▼
−10.54%
· post 360.55
Closed
Nov 5 '26
Mkt cap
$1.8T
Revenue
—
Revenue
—
vs
Compare
Closed
Nov 5 '26
GEV
GE Vernova Inc.
vs
TSM
Taiwan Semiconductor Manufacturing Co Ltd
772.06
▼
−7.30%
post 782.26
Price
354.03
▼
−10.54%
post 360.55
$203.9B
Mkt cap
$1.8T
Q3 FY26
$12.6B
Revenue
—
FY25
$38.1B
Revenue
—
Change
Change
GEV
772.06
▼
−7.30%
vs
TSM
354.03
▼
−10.54%
Closed
Nov 5 '26