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TSM compared with SMCI: revenue, margins and what each company keeps, and the suppliers and customers both name
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
Mkt cap
Revenue
Revenue
SMCI
Super Micro Computer, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
TSM
Taiwan Semiconductor Manufacturing Co Ltd
vs
SMCI
Super Micro Computer, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Co-movers
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Co-movers
daily closes · 501d
Method
›
Moved together
TSM
with
SMCI
×1.23
co-movement · SMCI on TSM · 501d
r 0.50
scale to r 0.75
Shared co-movers
6
with TSM
with SMCI
NVDA
Nvidia Corp
r 0.70
r 0.48
AMD
Advanced Micro Devices Inc
r 0.63
r 0.47
Q
Qnity Electronics, Inc.
r 0.66
r 0.44
VRT
Vertiv Holdings Co
r 0.67
r 0.43
LRCX
LAM Research Corp
r 0.72
r 0.41
ETN
Eaton Corp plc
r 0.68
r 0.40
TSM, solid
SMCI, hatched
× = co-movement · β
r = correlation
Bar = r to r 0.75
Order: weaker of A and B
Source: daily closes
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
390.39
▲
+3.98%
Mkt cap
$1.9T
Revenue
—
Revenue
—
SMCI
Super Micro Computer, Inc.
Change
29.27
▲
+1.77%
Regular session
Nov 9 '26
Mkt cap
$19.0B
Revenue
$19.9B
Q1 FY27
Revenue
$39.1B
FY26
vs
Compare
Regular session
Nov 9 '26
TSM
Taiwan Semiconductor Manufacturing Co Ltd
vs
SMCI
Super Micro Computer, Inc.
390.39
▲
+3.98%
Price
29.27
▲
+1.77%
$1.9T
Mkt cap
$19.0B
—
Revenue
$19.9B
Q1 FY27
—
Revenue
$39.1B
FY26
Change
Change
TSM
390.39
▲
+3.98%
vs
SMCI
29.27
▲
+1.77%
Regular session
Nov 9 '26