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

TSMTaiwan Semiconductor Manufacturing Co Ltd

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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TSMTaiwan Semiconductor Manufacturing Co Ltd

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

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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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only TSM 27

NVDANvidiacustomer

AVGOBroadcomcustomer

AMDAdvanced Micro Devicescustomer

LRCXLAM Researchsupplier

23 more · TSM chain ›

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

20 more · NVDA chain ›

TSMTaiwan Semiconductor Manufacturing Co Ltd

406.95▲+2.09%

Mkt cap$2.1TRevenue—Revenue—

NVDANvidia Corp

208.89▲+3.38%

Regular sessionNov 3 '26

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

Compare

Regular sessionNov 3 '26

TSMTaiwan Semiconductor Manufacturing Co Ltd

NVDANvidia Corp

406.95▲+2.09%

Price

208.89▲+3.38%

$2.1T

Mkt cap

$4.9T

—

Revenue

$96.2BQ2 FY27

—

Revenue

$216BFY26

TSM406.95▲+2.09%vsNVDA208.89▲+3.38%Regular sessionNov 3 '26