Tokyo Electron vs TSMC
TSMC is larger by market cap ($2.19T vs $166.4B). TSMC reports higher tracked revenue ($88.3B vs $15.4B). Tokyo Electron's primary segment is Deposition; TSMC's is Pure-Play Foundry.
Side-by-side
| Tokyo Electron | TSMC | |
|---|---|---|
| Market cap | $166.4B | $2.19T |
| Revenue | $15.4B (FY2026) | $88.3B (FY2024) |
| Primary segment | Deposition | Pure-Play Foundry |
| Market position | leader | leader |
| Country | Japan | Taiwan |
| Tracked suppliers | 9 | 173 |
| Tracked customers | 9 | 98 |
| Chokepoint / criticality | 83/100 | 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 Tokyo Electron and TSMC compare
- Size: TSMC is the larger company by market cap.
- Revenue: TSMC reports higher tracked revenue.
- Supply-chain criticality: Tokyo Electron has the higher chokepoint score (83/100 vs 81/100).
- Footprint: Tokyo Electron (Japan) vs TSMC (Taiwan).