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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Earnings history

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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Earnings history

last 4 reports each · paired by recencyMethod ›

NVDA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±5.0%▲+8.74%×1.74

Q1 FY27±5.0%▼−1.77%×0.36

Q4 FY26±5.2%▼−5.46%×1.06

Q3 FY26±6.1%▼−3.15%×0.51

TSM

0 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 15 '26±3.2%▼−1.80%×0.56

Jul 16 '26—▼−2.32%—

= impliedNVDA realized, solidTSM realized, hatchedOne scale, both sides: full bar = 9%× = |realized| ÷ impliedSource: market data

Apr 16 '26

—

▼−3.13%

—

Jan 15 '26—▲+4.44%—

NVDANvidia Corp

206.79▲+2.34%

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

TSMTaiwan Semiconductor Manufacturing Co Ltd

405.51▲+1.73%

Regular sessionNov 3 '26

Mkt cap$2.1TRevenue—Revenue—

Compare

Regular sessionNov 3 '26

NVDANvidia Corp

TSMTaiwan Semiconductor Manufacturing Co Ltd

206.79▲+2.34%

Price

405.51▲+1.73%

$4.9T

Mkt cap

$2.1T

Q2 FY27$96.2B

Revenue

—

FY26$216B

Revenue

—

NVDA206.79▲+2.34%vsTSM405.51▲+1.73%Regular sessionNov 3 '26