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TSM compared with GEV: revenue, margins and what each company keeps, and the suppliers and customers both name
TSM
Taiwan Semiconductor Manufacturing Co Ltd
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Mkt cap
Revenue
Revenue
GEV
GE Vernova Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
TSM
Taiwan Semiconductor Manufacturing Co Ltd
vs
GEV
GE Vernova Inc.
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only TSM
27
NVDA
Nvidia
customer
AVGO
Broadcom
customer
AMD
Advanced Micro Devices
customer
LRCX
LAM Research
supplier
23 more · TSM chain
›
Shared
0
No shared counterparties.
Only GEV
3
AIRJ
AirJoule Technologies
customer
FRMI
Fermi
customer
KEN
Kenon
customer
Role chip = supplier or customer
Source: SEC EDGAR
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
375.05
▲
+6.22%
· post 378.50
Mkt cap
$1.9T
Revenue
—
Revenue
—
GEV
GE Vernova Inc.
Change
774.72
▲
+0.55%
· post 775.20
Closed
Nov 6 '26
Mkt cap
$204.9B
Revenue
$12.6B
Q3 FY26
Revenue
$38.1B
FY25
vs
Compare
Closed
Nov 6 '26
TSM
Taiwan Semiconductor Manufacturing Co Ltd
vs
GEV
GE Vernova Inc.
375.05
▲
+6.22%
post 378.50
Price
774.72
▲
+0.55%
post 775.20
$1.9T
Mkt cap
$204.9B
—
Revenue
$12.6B
Q3 FY26
—
Revenue
$38.1B
FY25
Change
Change
TSM
375.05
▲
+6.22%
vs
GEV
774.72
▲
+0.55%
Closed
Nov 6 '26