SMIC vs TSMC
TSMC is larger by market cap ($2.19T vs $73.5B). TSMC reports higher tracked revenue ($88.3B vs $9.3B). Both are primarily Pure-Play Foundry companies.
Shared segment: Foundry.
Side-by-side
| SMIC | TSMC | |
|---|---|---|
| Market cap | $73.5B | $2.19T |
| Revenue | $9.3B (FY2025) | $88.3B (FY2024) |
| Primary segment | Pure-Play Foundry | Pure-Play Foundry |
| Market position | major | leader |
| Country | China | Taiwan |
| Tracked suppliers | 168 | 173 |
| Tracked customers | 37 | 98 |
| Chokepoint / criticality | 68/100 | 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 SMIC 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 68/100).
- Footprint: SMIC (China) vs TSMC (Taiwan).
Company hubs
SMIC · TSMC · Foundry segment