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MS compared with TSM: revenue, margins and what each company keeps, and the suppliers and customers both name
MS
Morgan Stanley
Change
Mkt cap
Revenue
Revenue
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
Mkt cap
Revenue
Revenue
vs
Compare
MS
Morgan Stanley
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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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
MS, solid
TSM, dashed
Supply-chain overlap
Revenue flow
MS: latest quarter not drawable. TSM: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MS
6
CVS
CVS Health
customer
TPR
Tapestry
customer
CBOE
Cboe Global Markets
customer
NLY
Annaly Capital Management
customer
2 more · MS chain
›
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
›
MS
Morgan Stanley
Change
184.07
▼
−2.53%
· post 184.49
Mkt cap
$289.5B
Revenue
$21.3B
Q2 FY26
Revenue
$70.6B
FY25
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
404.25
▼
−6.38%
· post 408.75
Closed
Oct 30 '26
Mkt cap
$2.1T
Revenue
—
Revenue
—
vs
Compare
Closed
Oct 30 '26
MS
Morgan Stanley
vs
TSM
Taiwan Semiconductor Manufacturing Co Ltd
184.07
▼
−2.53%
post 184.49
Price
404.25
▼
−6.38%
post 408.75
$289.5B
Mkt cap
$2.1T
Q2 FY26
$21.3B
Revenue
—
FY25
$70.6B
Revenue
—
Change
Change
MS
184.07
▼
−2.53%
vs
TSM
404.25
▼
−6.38%
Closed
Oct 30 '26