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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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

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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%—

NVDA

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±5.0%▲+8.74%×1.74

Q1 FY27±5.0%▼−1.77%×0.36

= impliedTSM realized, solidNVDA realized, hatchedOne scale, both sides: full bar = 9%× = |realized| ÷ impliedSource: market data

Q4 FY26

±5.2%

▼−5.46%

×1.06

Q3 FY26±6.1%▼−3.15%×0.51

TSMTaiwan Semiconductor Manufacturing Co Ltd

399.63▼−1.60%· post 400.75· delayed

Mkt cap$2.1TRevenue—Revenue—

NVDANvidia Corp

202.10▼−1.24%· post 202.48

After hoursNov 2 '26

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

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After hoursNov 2 '26

TSMTaiwan Semiconductor Manufacturing Co Ltd

NVDANvidia Corp

399.63▼−1.60%post 400.75delayed

Price

202.10▼−1.24%post 202.48

$2.1T

Mkt cap

$4.9T

—

Revenue

$96.2BQ2 FY27

—

Revenue

$216BFY26

TSM399.63▼−1.60%vsNVDA202.10▼−1.24%After hoursNov 2 '26