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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$193.29 -0.21 (-0.11%)
As of 03:59 PM Eastern

TSM vs. AMD, ARM, NXPI, LHX, VRT, NOK, ERIC, UI, STM, and ASX

Should you be buying Taiwan Semiconductor Manufacturing stock or one of its competitors? The main competitors of Taiwan Semiconductor Manufacturing include Advanced Micro Devices (AMD), ARM (ARM), NXP Semiconductors (NXPI), L3Harris Technologies (LHX), Vertiv (VRT), Nokia Oyj (NOK), Telefonaktiebolaget LM Ericsson (publ) (ERIC), Ubiquiti (UI), STMicroelectronics (STM), and ASE Technology (ASX). These companies are all part of the "electronic equipment" industry.

Taiwan Semiconductor Manufacturing vs.

Taiwan Semiconductor Manufacturing (NYSE:TSM) and Advanced Micro Devices (NASDAQ:AMD) are both large-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their valuation, risk, earnings, dividends, institutional ownership, media sentiment, profitability, community ranking and analyst recommendations.

Taiwan Semiconductor Manufacturing has a net margin of 40.51% compared to Advanced Micro Devices' net margin of 6.36%. Taiwan Semiconductor Manufacturing's return on equity of 30.47% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing40.51% 30.47% 19.55%
Advanced Micro Devices 6.36%7.42%6.14%

16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. Comparatively, 71.3% of Advanced Micro Devices shares are held by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Comparatively, 0.1% of Advanced Micro Devices shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Taiwan Semiconductor Manufacturing currently has a consensus target price of $212.00, indicating a potential upside of 10.34%. Advanced Micro Devices has a consensus target price of $132.58, indicating a potential upside of 16.75%. Given Advanced Micro Devices' stronger consensus rating and higher probable upside, analysts clearly believe Advanced Micro Devices is more favorable than Taiwan Semiconductor Manufacturing.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Advanced Micro Devices
1 Sell rating(s)
12 Hold rating(s)
20 Buy rating(s)
3 Strong Buy rating(s)
2.69

In the previous week, Advanced Micro Devices had 94 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 178 mentions for Advanced Micro Devices and 84 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.98 beat Advanced Micro Devices' score of 0.89 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
56 Very Positive mention(s)
9 Positive mention(s)
13 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
89 Very Positive mention(s)
41 Positive mention(s)
38 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has higher revenue and earnings than Advanced Micro Devices. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than Advanced Micro Devices, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$3.14T0.32$36.49B$7.7824.70
Advanced Micro Devices$27.75B6.63$1.64B$1.3683.50

Taiwan Semiconductor Manufacturing has a beta of 1.21, indicating that its share price is 21% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.97, indicating that its share price is 97% more volatile than the S&P 500.

Advanced Micro Devices received 1383 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.79% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.60% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Taiwan Semiconductor ManufacturingOutperform Votes
646
67.79%
Underperform Votes
307
32.21%
Advanced Micro DevicesOutperform Votes
2029
62.60%
Underperform Votes
1212
37.40%

Summary

Advanced Micro Devices beats Taiwan Semiconductor Manufacturing on 10 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSemiconductors & related devices IndustryComputer SectorNYSE Exchange
Market Cap$995.32B$59.08B$25.50B$19.70B
Dividend Yield1.10%2.19%2.89%3.84%
P/E Ratio27.2642.0645.1435.20
Price / Sales0.32108.232,210.5034.08
Price / Cash23.4526.4934.7817.51
Price / Book8.837.116.804.79
Net Income$36.49B$760.21M$737.99M$1.02B
7 Day Performance-0.96%-1.38%0.60%1.15%
1 Month Performance26.52%23.76%14.59%11.41%
1 Year Performance25.10%24.49%52,394.38%5.58%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.4226 of 5 stars
$193.29
-0.1%
$212.00
+9.7%
+27.5%$1.00T$3.14T27.4665,200Trending News
Dividend Cut
AMD
Advanced Micro Devices
4.611 of 5 stars
$114.74
-2.1%
$132.58
+15.5%
-30.2%$186.04B$27.75B115.9025,000Trending News
Analyst Forecast
Buyback Announcement
ARM
ARM
3.1689 of 5 stars
$132.05
-2.9%
$152.76
+15.7%
+19.7%$138.37B$4.01B173.757,096Trending News
NXPI
NXP Semiconductors
4.8544 of 5 stars
$210.36
-1.0%
$246.22
+17.0%
-21.4%$53.14B$12.32B21.6234,500Positive News
Gap Down
LHX
L3Harris Technologies
4.7231 of 5 stars
$230.96
+0.3%
$256.56
+11.1%
+3.3%$43.18B$21.25B29.3546,000Positive News
VRT
Vertiv
3.9411 of 5 stars
$106.30
+0.2%
$122.06
+14.8%
+9.8%$40.51B$8.41B83.0527,000Positive News
Gap Down
NOK
Nokia Oyj
3.1927 of 5 stars
$5.25
+1.2%
$5.85
+11.4%
+34.3%$28.63B$19.17B21.0087,900Trending News
Analyst Revision
ERIC
Telefonaktiebolaget LM Ericsson (publ)
2.3263 of 5 stars
$8.58
+1.3%
$9.80
+14.2%
+49.5%$28.59B$249.58B-858,000.00105,500News Coverage
Positive News
UI
Ubiquiti
1.1372 of 5 stars
$428.63
-1.7%
$343.50
-19.9%
+192.8%$25.93B$2.32B58.241,380Positive News
Gap Down
STM
STMicroelectronics
2.9931 of 5 stars
$25.84
+0.1%
$30.97
+19.9%
-37.9%$23.21B$12.32B15.5748,300Positive News
Gap Up
ASX
ASE Technology
3.2447 of 5 stars
$9.87
-1.0%
N/A-6.2%$21.79B$610.76B21.9397,800Positive News

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This page (NYSE:TSM) was last updated on 5/20/2025 by MarketBeat.com Staff
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