Free Trial

Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$299.90 -4.62 (-1.52%)
Closing price 03:59 PM Eastern
Extended Trading
$301.80 +1.91 (+0.64%)
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, VRT, NXPI, LHX, UI, ALAB, CLS, ERIC, and CRDO

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), Vertiv (VRT), NXP Semiconductors (NXPI), L3Harris Technologies (LHX), Ubiquiti (UI), Astera Labs (ALAB), Celestica (CLS), Ericsson (ERIC), and Credo Technology Group (CRDO). 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 superior stock? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, media sentiment, dividends, institutional ownership, valuation and risk.

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$90.08B17.27$35.33B$8.7734.20
Advanced Micro Devices$29.60B12.77$1.64B$1.74133.84

Taiwan Semiconductor Manufacturing has a beta of 1.28, meaning that its stock price is 28% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.9, meaning that its stock price is 90% more volatile than the S&P 500.

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 currently has a consensus target price of $288.33, indicating a potential downside of 3.86%. Advanced Micro Devices has a consensus target price of $217.70, indicating a potential downside of 6.52%. 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)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83
Advanced Micro Devices
2 Sell rating(s)
10 Hold rating(s)
24 Buy rating(s)
3 Strong Buy rating(s)
2.72

In the previous week, Advanced Micro Devices had 204 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 324 mentions for Advanced Micro Devices and 120 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 1.20 beat Advanced Micro Devices' score of 0.86 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
93 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive
Advanced Micro Devices
170 Very Positive mention(s)
61 Positive mention(s)
62 Neutral mention(s)
20 Negative mention(s)
2 Very Negative mention(s)
Positive

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

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 11 of the 17 factors compared between the two stocks.

Get Taiwan Semiconductor Manufacturing News Delivered to You Automatically

Sign up to receive the latest news and ratings for TSM and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSEMI FAB FOUNDRIES IndustryComputer SectorNYSE Exchange
Market Cap$1.58T$1.58T$33.21B$22.09B
Dividend Yield0.85%0.85%3.17%3.59%
P/E Ratio34.2034.20495.9729.58
Price / Sales17.2717.271,680.8764.95
Price / Cash27.8527.8538.1624.53
Price / Book11.9211.927.774.61
Net Income$35.33B$35.33B$819.59M$1.01B
7 Day Performance4.04%4.04%1.80%-0.46%
1 Month Performance19.56%19.56%9.31%2.30%
1 Year Performance60.25%60.25%23,975.63%14.51%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.3478 of 5 stars
$299.90
-1.5%
$288.33
-3.9%
+63.7%$1.58T$90.08B34.2083,825Trending News
Upcoming Earnings
Analyst Forecast
AMD
Advanced Micro Devices
4.2903 of 5 stars
$168.30
+2.6%
$180.88
+7.5%
+36.3%$273.27B$25.79B96.7828,000Trending News
Analyst Forecast
Insider Trade
ARM
ARM
2.4161 of 5 stars
$150.52
+0.1%
$168.52
+12.0%
+16.1%$159.06B$4.01B228.118,330Trending News
Analyst Forecast
Options Volume
VRT
Vertiv
3.7855 of 5 stars
$157.84
-2.3%
$144.95
-8.2%
+56.6%$60.35B$8.01B75.6131,000Trending News
Analyst Forecast
NXPI
NXP Semiconductors
4.9381 of 5 stars
$227.05
+0.9%
$256.05
+12.8%
-4.0%$57.15B$12.61B27.0233,100Positive News
Analyst Forecast
LHX
L3Harris Technologies
4.3374 of 5 stars
$298.56
-0.6%
$279.47
-6.4%
+27.2%$55.81B$21.33B33.3347,000Positive News
Analyst Forecast
UI
Ubiquiti
3.0551 of 5 stars
$662.54
-1.8%
$499.67
-24.6%
+194.0%$40.09B$2.57B56.311,667Positive News
Analyst Forecast
ALAB
Astera Labs
2.9705 of 5 stars
$206.07
+6.0%
$155.71
-24.4%
+314.2%$34.31B$396.29M368.62225Analyst Downgrade
CLS
Celestica
3.5265 of 5 stars
$248.23
-1.4%
$184.38
-25.7%
+357.4%$28.55B$9.65B53.7326,865Positive News
Analyst Forecast
Gap Up
ERIC
Ericsson
3.0307 of 5 stars
$8.30
-0.5%
$9.80
+18.1%
+13.6%$27.77B$23.45B16.5994,326Trending News
Upcoming Earnings
Analyst Forecast
CRDO
Credo Technology Group
4.0516 of 5 stars
$151.64
+4.6%
$128.55
-15.2%
+341.6%$26.32B$436.77M227.08380Trending News
Analyst Forecast
Insider Trade
Gap Down

Related Companies and Tools


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