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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Co-movers

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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Co-movers

daily closes · 501dMethod ›

Moved together

NVDAwithTSM

×0.65co-movement · TSM on NVDA · 501d

r 0.71scale to r 0.75

Shared co-movers8with NVDAwith TSM

VRTVertiv Holdings Cor 0.66r 0.67

ETNEaton Corp plcr 0.60r 0.68

AVGOBroadcom Inc.r 0.59r 0.66

MPWRMonolithic Power Systems, Inc.r 0.57r 0.65

KLACKLA Corpr 0.56r 0.70

GEVGE Vernova Inc.r 0.55r 0.62

NVDA, solidTSM, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

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