GlobalFoundries vs TSMC

TSMC is larger by market cap ($2.19T vs $27.9B). TSMC reports higher tracked revenue ($88.3B vs $6.8B). Both are primarily Pure-Play Foundry companies.

Shared segment: Foundry.

Side-by-side

GlobalFoundriesTSMC
Market cap$27.9B$2.19T
Revenue$6.8B (FY2025)$88.3B (FY2024)
Primary segmentPure-Play FoundryPure-Play Foundry
Market positionmajorleader
CountryUnited StatesTaiwan
Tracked suppliers166173
Tracked customers1898
Chokepoint / criticality68/10081/100

Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How GlobalFoundries and TSMC compare

  • Size: TSMC is the larger company by market cap.
  • Revenue: TSMC reports higher tracked revenue.
  • Supply-chain criticality: TSMC has the higher chokepoint score (81/100 vs 68/100).
  • Footprint: GlobalFoundries (United States) vs TSMC (Taiwan).

Company hubs

GlobalFoundries · TSMC · Foundry segment

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