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

TSMTaiwan Semiconductor Manufacturing Co Ltd

Mkt capRevenueRevenue

GEVGE Vernova Inc.

Mkt capRevenueRevenue

Compare

TSMTaiwan Semiconductor Manufacturing Co Ltd

GEVGE Vernova Inc.

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

TSM

0 of 1at or beyond implied

Reportimpliedrealized× implied

Oct 15 '26±3.2%▼−1.80%×0.56

Jul 16 '26—▼−2.32%—

Apr 16 '26—▼−3.13%—

Jan 15 '26—▲+4.44%—

GEV

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±5.3%▼−1.90%×0.36

Q2 FY26±6.9%▼−8.69%×1.26

= impliedTSM realized, solidGEV realized, hatchedOne scale, both sides: full bar = 14%× = |realized| ÷ impliedSource: market data

Q1 FY26

±5.1%

▲+13.75%

×2.71

Jan 28 '26±4.8%▲+2.73%×0.56

TSMTaiwan Semiconductor Manufacturing Co Ltd

375.05▲+6.22%· post 378.50

Mkt cap$1.9TRevenue—Revenue—

GEVGE Vernova Inc.

774.72▲+0.55%· post 775.20

ClosedNov 6 '26

Mkt cap$204.9BRevenue$12.6BQ3 FY26Revenue$38.1BFY25

Compare

ClosedNov 6 '26

TSMTaiwan Semiconductor Manufacturing Co Ltd

GEVGE Vernova Inc.

375.05▲+6.22%post 378.50

Price

774.72▲+0.55%post 775.20

$1.9T

Mkt cap

$204.9B

—

Revenue

$12.6BQ3 FY26

—

Revenue

$38.1BFY25

TSM375.05▲+6.22%vsGEV774.72▲+0.55%ClosedNov 6 '26