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

TSMTaiwan Semiconductor Manufacturing Co Ltd

Mkt capRevenueRevenue

MSMorgan Stanley

Mkt capRevenueRevenue

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TSMTaiwan Semiconductor Manufacturing Co Ltd

MSMorgan Stanley

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%—

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 14 '26±3.4%▼−2.75%×0.82

Q2 FY26±3.8%▲+0.39%×0.11

= impliedTSM realized, solidMS realized, hatchedOne scale, both sides: full bar = 6%× = |realized| ÷ impliedSource: market data

Q1 FY26

±2.9%

▲+4.52%

×1.55

Jan 15 '26±3.1%▲+5.78%×1.87

TSMTaiwan Semiconductor Manufacturing Co Ltd

404.25▼−6.38%· post 408.75

Mkt cap$2.1TRevenue—Revenue—

MSMorgan Stanley

184.07▼−2.53%· post 184.49

ClosedOct 30 '26

Mkt cap$289.5BRevenue$21.3BQ2 FY26Revenue$70.6BFY25

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ClosedOct 30 '26

TSMTaiwan Semiconductor Manufacturing Co Ltd

MSMorgan Stanley

404.25▼−6.38%post 408.75

Price

184.07▼−2.53%post 184.49

$2.1T

Mkt cap

$289.5B

—

Revenue

$21.3BQ2 FY26

—

Revenue

$70.6BFY25

TSM404.25▼−6.38%vsMS184.07▼−2.53%ClosedOct 30 '26