NVDA vs TSM: NVIDIA and Taiwan Semiconductor as AI Stocks
NVIDIA (NVDA) and Taiwan Semiconductor (TSM) are both tracked in the Supercycle AI universe. NVDA is the larger company at $5.45T versus $960.00B, and NVDA carries the higher AI Exposure Score (97 vs 78, Pure Play tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | NVDA | TSM |
|---|---|---|
| Price | $225.51 | $446.57 |
| Market cap | $5.45T | $960.00B |
| 24h change | -1.47% | -1.20% |
| 7d change | +5.43% | +6.91% |
| 1y change | +27.73% | +60.77% |
| P/E ratio | 28.5 | 28.9 |
| AI Exposure Score | 97 (Pure Play) | 78 (Core) |
| Sector | Technology | Semiconductors |
| Buildout layers | SemiconductorsCloud & HyperscalersAutonomous VehiclesFoundation Models | Chip Equipment & FoundriesSemiconductors |
NVDA's role in the buildout
NVIDIA sits at the center of the compute layer of the AI buildout. Nearly every training cluster and inference deployment in the Semiconductors layer runs on its GPUs, and its CUDA software keeps developers inside its ecosystem. It also trains open models of its own in the Nemotron and Cosmos families, which seed demand for that hardware. Demand from hyperscalers and AI labs for its data center products is the main engine of its growth, which is why it carries a Pure Play exposure rating.
TSM's role in the buildout
TSMC sits at the manufacturing heart of the buildout, spanning the Chip Equipment & Foundries and Semiconductors layers. Nearly every leading edge AI accelerator is fabricated in its plants, and its CoWoS packaging is the step that turns GPU dies and memory into finished AI processors. AI chip demand is now its primary growth driver, though smartphones and other logic remain a large share of its wafers. Supercycle scores its AI exposure at 78 out of 100.
Both stocks sit in Semiconductors, so they compete for the same slice of AI spending.
Frequently asked questions
Is NVDA or TSM the bigger company?
NVIDIA is bigger: $5.45T versus $960.00B by market cap, as of the latest end-of-day data.
Which has more AI exposure, NVDA or TSM?
NVIDIA does: its AI Exposure Score is 97 (Pure Play tier) versus 78 (Core). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
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