Oracle vs TSMC
TSMC is larger by market cap ($2.19T vs $419.1B). TSMC reports higher tracked revenue ($88.3B vs $67.4B). Oracle's primary segment is Hyperscalers; TSMC's is Pure-Play Foundry.
Side-by-side
| Oracle | TSMC | |
|---|---|---|
| Market cap | $419.1B | $2.19T |
| Revenue | $67.4B (FY2026) | $88.3B (FY2024) |
| Primary segment | Hyperscalers | Pure-Play Foundry |
| Market position | major | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 70 | 173 |
| Tracked customers | 3 | 98 |
| Chokepoint / criticality | 3/100 | 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 Oracle 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 3/100).
- Footprint: Oracle (United States) vs TSMC (Taiwan).