NVIDIA vs TSMC
NVIDIA is larger by market cap ($5.27T vs $2.19T). NVIDIA reports higher tracked revenue ($215.9B vs $88.3B). NVIDIA's primary segment is GPU & AI Accelerators; TSMC's is Pure-Play Foundry.
Side-by-side
| NVIDIA | TSMC | |
|---|---|---|
| Market cap | $5.27T | $2.19T |
| Revenue | $215.9B (FY2026) | $88.3B (FY2024) |
| Primary segment | GPU & AI Accelerators | Pure-Play Foundry |
| Market position | leader | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 104 | 173 |
| Tracked customers | 45 | 98 |
| Chokepoint / criticality | 81/100 | 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 NVIDIA and TSMC compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 81/100).
- Footprint: NVIDIA (United States) vs TSMC (Taiwan).