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SMCI compared with TSM: revenue, margins and what each company keeps, and the suppliers and customers both name
SMCI
Super Micro Computer, Inc.
Change
Mkt cap
Revenue
Revenue
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
Mkt cap
Revenue
Revenue
vs
Compare
SMCI
Super Micro Computer, Inc.
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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Co-movers
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Co-movers
daily closes · 501d
Method
›
Moved together
SMCI
with
TSM
×0.20
co-movement · TSM on SMCI · 501d
r 0.50
scale to r 0.75
Shared co-movers
6
with SMCI
with TSM
NVDA
Nvidia Corp
r 0.48
r 0.70
AMD
Advanced Micro Devices Inc
r 0.47
r 0.63
Q
Qnity Electronics, Inc.
r 0.44
r 0.66
VRT
Vertiv Holdings Co
r 0.43
r 0.67
LRCX
LAM Research Corp
r 0.41
r 0.72
ETN
Eaton Corp plc
r 0.40
r 0.68
SMCI, solid
TSM, hatched
× = co-movement · β
r = correlation
Bar = r to r 0.75
Order: weaker of A and B
Source: daily closes
SMCI
Super Micro Computer, Inc.
Change
29.42
▲
+2.29%
Mkt cap
$19.0B
Revenue
$19.9B
Q1 FY27
Revenue
$39.1B
FY26
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
392.75
▲
+4.61%
Regular session
Nov 9 '26
Mkt cap
$1.9T
Revenue
—
Revenue
—
vs
Compare
Regular session
Nov 9 '26
SMCI
Super Micro Computer, Inc.
vs
TSM
Taiwan Semiconductor Manufacturing Co Ltd
29.42
▲
+2.29%
Price
392.75
▲
+4.61%
$19.0B
Mkt cap
$1.9T
Q1 FY27
$19.9B
Revenue
—
FY26
$39.1B
Revenue
—
Change
Change
SMCI
29.42
▲
+2.29%
vs
TSM
392.75
▲
+4.61%
Regular session
Nov 9 '26