KLA vs TSMC
TSMC is larger by market cap ($2.19T vs $261.9B). TSMC reports higher tracked revenue ($88.3B vs $13.6B). KLA's primary segment is Metrology & Inspection; TSMC's is Pure-Play Foundry.
Side-by-side
| KLA | TSMC | |
|---|---|---|
| Market cap | $261.9B | $2.19T |
| Revenue | $13.6B (FY2026) | $88.3B (FY2024) |
| Primary segment | Metrology & Inspection | Pure-Play Foundry |
| Market position | leader | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 8 | 173 |
| Tracked customers | 8 | 98 |
| Chokepoint / criticality | 83/100 | 81/100 |
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 KLA and TSMC compare
- Size: TSMC is the larger company by market cap.
- Revenue: TSMC reports higher tracked revenue.
- Supply-chain criticality: KLA has the higher chokepoint score (83/100 vs 81/100).
- Footprint: KLA (United States) vs TSMC (Taiwan).