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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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Earnings history
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TSM
Taiwan Semiconductor Manufacturing Co Ltd
Change
390.90
▲
+4.12%
Mkt cap
$1.9T
Revenue
—
Revenue
—
SMCI
Super Micro Computer, Inc.
Change
29.36
▲
+2.09%
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.
390.90
▲
+4.12%
Price
29.36
▲
+2.09%
$1.9T
Mkt cap
$19.0B
—
Revenue
$19.9B
Q1 FY27
—
Revenue
$39.1B
FY26
Change
Change
TSM
390.90
▲
+4.12%
vs
SMCI
29.36
▲
+2.09%
Regular session
Nov 9 '26
Earnings history
last 4 reports each · paired by recency
Method
›
TSM
0 of 1
at or beyond implied
Report
implied
realized
× 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%
—
SMCI
3 of 4
at or beyond implied
Report
implied
realized
× implied
Q1 FY27
±12.3%
▼
−5.70%
×0.46
Q4 FY26
±12.8%
▲
+19.02%
×1.48
= implied
TSM realized, solid
SMCI realized, hatched
One scale, both sides: full bar = 25%
× = |realized| ÷ implied
Source: market data
Q3 FY26
±12.4%
▲
+24.54%
×1.98
Q2 FY26
±11.4%
▲
+13.78%
×1.21