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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$235.13 -6.49 (-2.69%)
As of 03:49 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

TSM vs. AMD, ARM, NXPI, LHX, VRT, UI, ERIC, STM, NOK, 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), Ubiquiti (UI), Ericsson (ERIC), STMicroelectronics (STM), Nokia (NOK), and ASE Technology (ASX). 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 business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, earnings, analyst recommendations, valuation, risk, media sentiment and dividends.

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 large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Taiwan Semiconductor Manufacturing has a net margin of 42.91% compared to Advanced Micro Devices' net margin of 8.03%. Taiwan Semiconductor Manufacturing's return on equity of 32.87% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing42.91% 32.87% 21.34%
Advanced Micro Devices 8.03%8.30%6.83%

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$90.08B13.54$35.33B$8.7726.81
Advanced Micro Devices$25.79B10.81$1.64B$1.36126.43

Taiwan Semiconductor Manufacturing has a beta of 1.29, meaning that its stock price is 29% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 2.05, meaning that its stock price is 105% more volatile than the S&P 500.

Taiwan Semiconductor Manufacturing currently has a consensus target price of $258.33, suggesting a potential upside of 9.87%. Advanced Micro Devices has a consensus target price of $162.94, suggesting a potential downside of 5.24%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher possible upside, analysts clearly believe Taiwan Semiconductor Manufacturing is more favorable than Advanced Micro Devices.

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)
9 Hold rating(s)
23 Buy rating(s)
4 Strong Buy rating(s)
2.81

In the previous week, Advanced Micro Devices had 44 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 134 mentions for Advanced Micro Devices and 90 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 1.13 beat Advanced Micro Devices' score of 1.12 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
60 Very Positive mention(s)
14 Positive mention(s)
10 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
Advanced Micro Devices
82 Very Positive mention(s)
22 Positive mention(s)
19 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 11 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$1.22T$1.21T$28.38B$20.36B
Dividend Yield1.02%1.02%3.05%3.64%
P/E Ratio26.7326.6648.2528.50
Price / Sales13.5413.471,517.2767.34
Price / Cash22.2222.2238.5222.95
Price / Book7.707.667.434.41
Net Income$35.33B$35.33B$782.10M$993.26M
7 Day Performance-4.24%-4.71%-3.68%-4.02%
1 Month Performance4.55%4.04%0.71%-1.20%
1 Year Performance48.64%47.91%52,956.65%7.24%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.7053 of 5 stars
$235.13
-2.7%
$258.33
+9.9%
+45.7%$1.22T$90.08B26.7383,825Positive News
Gap Down
AMD
Advanced Micro Devices
4.3973 of 5 stars
$160.32
+1.1%
$154.68
-3.5%
+22.0%$259.81B$25.79B117.8228,000Trending News
Upcoming Earnings
Analyst Forecast
Gap Down
ARM
ARM
2.9474 of 5 stars
$159.67
+0.2%
$161.04
+0.9%
-1.9%$168.59B$4.01B212.778,330Trending News
Earnings Report
Analyst Forecast
Gap Down
NXPI
NXP Semiconductors
4.8923 of 5 stars
$222.45
-1.0%
$256.05
+15.1%
-18.8%$56.34B$12.32B26.5833,100Positive News
Insider Trade
LHX
L3Harris Technologies
4.6129 of 5 stars
$277.57
+3.0%
$263.81
-5.0%
+21.0%$51.71B$21.33B32.8147,000Analyst Forecast
Insider Trade
VRT
Vertiv
3.923 of 5 stars
$130.64
+0.3%
$136.76
+4.7%
+85.5%$49.94B$8.01B76.1831,000Trending News
Earnings Report
Analyst Forecast
Short Interest ↑
Analyst Revision
Gap Down
UI
Ubiquiti
1.5843 of 5 stars
$445.87
-1.1%
$343.50
-23.0%
+134.9%$26.93B$1.93B49.031,515Positive News
Short Interest ↑
ERIC
Ericsson
3.7217 of 5 stars
$7.57
-1.1%
$9.80
+29.5%
+4.8%$25.33B$23.45B15.1394,326
STM
STMicroelectronics
4.5415 of 5 stars
$26.73
-15.9%
$33.67
+26.0%
-24.6%$24.07B$13.27B22.7149,602
NOK
Nokia
4.076 of 5 stars
$4.47
-1.2%
$5.85
+31.0%
+3.8%$23.92B$20.80B29.6480,361Trending News
Dividend Cut
Ex-Dividend
Analyst Forecast
Analyst Revision
ASX
ASE Technology
2.8589 of 5 stars
$10.58
0.0%
N/A-5.1%$23.37B$610.76B22.5297,079News Coverage
Positive News
Earnings Report

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This page (NYSE:TSM) was last updated on 8/1/2025 by MarketBeat.com Staff
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