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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$260.40 +9.48 (+3.78%)
Closing price 03:59 PM Eastern
Extended Trading
$259.20 -1.20 (-0.46%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

TSM vs. AMD, ARM, NXPI, LHX, VRT, UI, ALAB, ERIC, CLS, and NOK

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), Ubiquiti (UI), Astera Labs (ALAB), Ericsson (ERIC), Celestica (CLS), and Nokia (NOK). These companies are all part of the "electronic equipment" industry.

Taiwan Semiconductor Manufacturing vs. Its Competitors

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

Advanced Micro Devices has a beta of 1.92, suggesting that its stock price is 92% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

In the previous week, Advanced Micro Devices had 43 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 124 mentions for Advanced Micro Devices and 81 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 1.18 beat Advanced Micro Devices' score of 0.86 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
71 Very Positive mention(s)
20 Positive mention(s)
16 Neutral mention(s)
4 Negative mention(s)
2 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
67 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Micro Devices currently has a consensus price target of $180.88, suggesting a potential upside of 13.38%. Taiwan Semiconductor Manufacturing has a consensus price target of $258.33, suggesting a potential downside of 0.79%. Given Advanced Micro Devices' higher possible upside, equities research analysts plainly believe Advanced Micro Devices is more favorable than Taiwan Semiconductor Manufacturing.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Micro Devices
1 Sell rating(s)
12 Hold rating(s)
22 Buy rating(s)
3 Strong Buy rating(s)
2.71
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00

Taiwan Semiconductor Manufacturing has a net margin of 42.91% compared to Advanced Micro Devices' net margin of 9.57%. Taiwan Semiconductor Manufacturing's return on equity of 33.37% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices9.57% 7.54% 6.13%
Taiwan Semiconductor Manufacturing 42.91%33.37%21.66%

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

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
Advanced Micro Devices$25.79B10.04$1.64B$1.7491.69
Taiwan Semiconductor Manufacturing$90.08B14.99$35.33B$8.7729.69

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 10 of the 17 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 TSM 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 ManufacturingSEMI FAB FOUNDRIES IndustryComputer SectorNYSE Exchange
Market Cap$1.30T$1.30T$31.00B$21.34B
Dividend Yield0.98%0.98%3.17%3.51%
P/E Ratio29.6929.69441.4129.41
Price / Sales14.9914.991,616.0649.78
Price / Cash22.9522.9536.5824.46
Price / Book10.3510.357.144.54
Net Income$35.33B$35.33B$807.66M$999.91M
7 Day Performance12.50%12.50%2.06%0.86%
1 Month Performance7.64%7.64%4.11%5.13%
1 Year Performance60.26%60.26%24,154.61%16.56%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.3015 of 5 stars
$260.40
+3.8%
$258.33
-0.8%
+54.0%$1.30T$90.08B29.6983,825Trending News
Gap Up
AMD
Advanced Micro Devices
4.5032 of 5 stars
$160.17
-1.2%
$181.33
+13.2%
+12.8%$259.83B$25.79B92.0228,000Trending News
Analyst Forecast
Analyst Revision
Gap Up
ARM
ARM
3.5577 of 5 stars
$133.90
+1.9%
$169.67
+26.7%
+12.2%$141.39B$4.01B202.778,330Trending News
NXPI
NXP Semiconductors
4.9053 of 5 stars
$222.69
-2.4%
$256.05
+15.0%
-3.0%$56.08B$12.61B26.5133,100Positive News
LHX
L3Harris Technologies
4.6044 of 5 stars
$273.80
+0.3%
$279.47
+2.1%
+18.0%$51.28B$21.37B30.6247,000Positive News
VRT
Vertiv
4.0535 of 5 stars
$126.50
+0.7%
$142.00
+12.2%
+68.6%$48.40B$9.09B60.6431,000Positive News
Dividend Announcement
Insider Trade
Gap Up
UI
Ubiquiti
2.1021 of 5 stars
$561.64
+3.1%
$499.67
-11.0%
+213.2%$34.03B$2.57B47.801,515News Coverage
Positive News
ALAB
Astera Labs
3.4341 of 5 stars
$183.42
+3.9%
$142.00
-22.6%
+464.0%$30.54B$396.29M328.06225Positive News
Gap Up
ERIC
Ericsson
3.5222 of 5 stars
$7.94
+1.1%
$9.80
+23.5%
+9.9%$26.60B$23.45B15.8994,326Trending News
CLS
Celestica
3.1558 of 5 stars
$217.93
+2.9%
$168.92
-22.5%
+473.3%$25.06B$10.59B47.1626,865Positive News
Analyst Forecast
Gap Up
NOK
Nokia
3.7936 of 5 stars
$4.57
+4.2%
$5.52
+20.8%
+7.7%$24.56B$19.25B22.8380,361Trending News

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This page (NYSE:TSM) was last updated on 9/10/2025 by MarketBeat.com Staff
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