NVDA compared with TSM: revenue, margins and what each company keeps, and the suppliers and customers both name

NVDANvidia Corp

Mkt capRevenueRevenue

TSMTaiwan Semiconductor Manufacturing Co Ltd

Mkt capRevenueRevenue

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NVDANvidia Corp

TSMTaiwan Semiconductor Manufacturing Co Ltd

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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NVDANvidia Corp

204.27· pre 207.60

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

TSMTaiwan Semiconductor Manufacturing Co Ltd

404.25· pre 415.30

Pre-marketSep 2 '83

Mkt cap$2.1TRevenue—Revenue—

Compare

Pre-marketSep 2 '83

NVDANvidia Corp

TSMTaiwan Semiconductor Manufacturing Co Ltd

204.27pre 207.60

Price

404.25pre 415.30

$4.9T

Mkt cap

$2.1T

Q2 FY27$96.2B

Revenue

—

FY26$216B

Revenue

—

NVDA204.27vsTSM404.25Pre-marketSep 2 '83

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

20 more · NVDA chain ›

Shared 0

No shared counterparties.

Only TSM 27

NVDANvidiacustomer

AVGOBroadcomcustomer

AMDAdvanced Micro Devicescustomer

LRCXLAM Researchsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

23 more · TSM chain ›