Qualcomm vs TSMC
TSMC is larger by market cap ($2.19T vs $170.8B). TSMC reports higher tracked revenue ($88.3B vs $44.3B). Qualcomm's primary segment is Mobile SoC; TSMC's is Pure-Play Foundry.
Side-by-side
| Qualcomm | TSMC | |
|---|---|---|
| Market cap | $170.8B | $2.19T |
| Revenue | $44.3B (FY2025) | $88.3B (FY2024) |
| Primary segment | Mobile SoC | Pure-Play Foundry |
| Market position | leader | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 68 | 173 |
| Tracked customers | 4 | 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 Qualcomm and TSMC compare
- Size: TSMC is the larger company by market cap.
- Revenue: TSMC reports higher tracked revenue.
- Supply-chain criticality: Qualcomm has the higher chokepoint score (81/100 vs 81/100).
- Footprint: Qualcomm (United States) vs TSMC (Taiwan).