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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$264.27 -4.37 (-1.63%)
Closing price 03:59 PM Eastern
Extended Trading
$264.63 +0.36 (+0.14%)
As of 07:05 PM Eastern
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TSM vs. AMD, ARM, NXPI, LHX, VRT, ALAB, UI, CLS, CRDO, and ERIC

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

Taiwan Semiconductor Manufacturing vs. Its Competitors

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

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$90.08B15.22$35.33B$8.7730.13
Advanced Micro Devices$25.79B9.91$1.64B$1.7490.45

In the previous week, Advanced Micro Devices had 23 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 123 mentions for Advanced Micro Devices and 100 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 1.35 beat Advanced Micro Devices' score of 1.28 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
82 Very Positive mention(s)
6 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
96 Very Positive mention(s)
16 Positive mention(s)
4 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing currently has a consensus target price of $286.67, indicating a potential upside of 8.47%. Advanced Micro Devices has a consensus target price of $180.88, indicating a potential upside of 14.92%. Given Advanced Micro Devices' higher possible upside, 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
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00
Advanced Micro Devices
1 Sell rating(s)
13 Hold rating(s)
21 Buy rating(s)
3 Strong Buy rating(s)
2.68

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
Taiwan Semiconductor Manufacturing42.91% 33.37% 21.66%
Advanced Micro Devices 9.57%7.54%6.13%

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

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

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$1.37T$1.37T$32.12B$21.53B
Dividend Yield0.98%0.98%3.16%3.50%
P/E Ratio30.1330.13450.6429.96
Price / Sales15.2215.221,982.02100.70
Price / Cash24.0424.0437.2024.62
Price / Book10.5010.507.594.59
Net Income$35.33B$35.33B$809.77M$999.97M
7 Day Performance1.93%1.93%4.19%0.91%
1 Month Performance13.56%13.56%9.20%5.36%
1 Year Performance50.08%50.08%24,222.91%14.36%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.8341 of 5 stars
$264.27
-1.6%
$286.67
+8.5%
+60.6%$1.37T$90.08B30.1383,825Trending News
Ex-Dividend
Analyst Forecast
AMD
Advanced Micro Devices
4.8468 of 5 stars
$155.66
-2.4%
$180.88
+16.2%
+6.5%$252.64B$25.79B89.4728,000Trending News
Gap Up
ARM
ARM
3.7725 of 5 stars
$156.47
+1.5%
$168.52
+7.7%
+5.9%$162.85B$4.12B237.138,330
NXPI
NXP Semiconductors
4.951 of 5 stars
$220.68
+0.6%
$256.05
+16.0%
-2.2%$55.63B$12.61B26.3033,100Positive News
Insider Trade
LHX
L3Harris Technologies
4.3859 of 5 stars
$279.26
+1.3%
$279.47
+0.1%
+23.2%$52.26B$21.33B31.2147,000Positive News
VRT
Vertiv
3.6946 of 5 stars
$135.26
-1.1%
$142.00
+5.0%
+61.8%$51.57B$8.01B64.6131,000Trending News
ALAB
Astera Labs
3.091 of 5 stars
$231.91
+0.7%
$142.00
-38.8%
+442.4%$38.51B$396.29M413.73225Analyst Forecast
Gap Down
UI
Ubiquiti
2.4065 of 5 stars
$615.88
+1.7%
$499.67
-18.9%
+200.8%$37.24B$2.57B52.311,667Positive News
CLS
Celestica
3.8331 of 5 stars
$244.96
-3.2%
$174.75
-28.7%
+437.3%$28.10B$9.65B52.8726,865Positive News
CRDO
Credo Technology Group
3.5873 of 5 stars
$160.04
-2.4%
$126.27
-21.1%
+537.0%$27.61B$436.77M238.19380Trending News
Analyst Forecast
Insider Trade
ERIC
Ericsson
3.0325 of 5 stars
$8.03
+0.8%
$9.80
+22.1%
+9.8%$26.87B$23.45B16.0594,326

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This page (NYSE:TSM) was last updated on 9/19/2025 by MarketBeat.com Staff
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