Microsoft vs TSMC
Microsoft is larger by market cap ($3.74T vs $2.19T). Microsoft reports higher tracked revenue ($331.8B vs $88.3B). Microsoft's primary segment is Custom Silicon Designers; TSMC's is Pure-Play Foundry.
Side-by-side
| Microsoft | TSMC | |
|---|---|---|
| Market cap | $3.74T | $2.19T |
| Revenue | $331.8B (FY2026) | $88.3B (FY2024) |
| Primary segment | Custom Silicon Designers | Pure-Play Foundry |
| Market position | niche | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 80 | 173 |
| Tracked customers | 12 | 98 |
| Chokepoint / criticality | 5/100 | 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 Microsoft and TSMC compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: TSMC has the higher chokepoint score (81/100 vs 5/100).
- Footprint: Microsoft (United States) vs TSMC (Taiwan).