---
title: "NVDA vs TSM"
canonical: "https://supercyclehq.com/compare/nvda-vs-tsm"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["NVDA", "TSM"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# NVIDIA (NVDA) vs Taiwan Semiconductor (TSM)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | NVDA | TSM |
| --- | --- | --- |
| AI Exposure Score | 97 (Pure Play) | 78 (Core) |
| Price | $186.64 | $375.44 |
| Market cap | $4.51T | $1.95T |
| Change 1d | +2.78% | +6.33% |
| Change 30d | -19.02% | -18.02% |
| Change 1y | -0.56% | +32.43% |
| P/E | 23.6 | 24.33 |
| Buildout layers | Semiconductors, Cloud & Hyperscalers, Autonomous Vehicles, Foundation Models | Chip Equipment & Foundries, Semiconductors |

## NVIDIA (NVDA)

**AI exposure:** Sells the GPUs, networking, and CUDA software stack that nearly every AI training and inference cluster is built on, mostly to hyperscalers and AI labs. Data center AI demand is now the overwhelming majority of revenue and the entire thesis.

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.

Full profile: https://supercyclehq.com/stock/nvidia.md

## Taiwan Semiconductor (TSM)

**AI exposure:** Manufactures nearly all leading-edge AI accelerators for NVIDIA, AMD, Apple, and hyperscaler custom chips, including CoWoS advanced packaging. AI chip demand is now its primary growth driver, though smartphones and other logic remain a large share of wafers.

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.

Full profile: https://supercyclehq.com/stock/taiwan-semiconductor.md

## Related comparisons

- [NVDA vs AMD](https://supercyclehq.com/compare/nvda-vs-amd.md)
- [NVDA vs AVGO](https://supercyclehq.com/compare/nvda-vs-avgo.md)
- [TSM vs INTC](https://supercyclehq.com/compare/tsm-vs-intc.md)

---

Source: https://supercyclehq.com/compare/nvda-vs-tsm. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.