Free Trial

Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$226.61 -1.96 (-0.86%)
As of 02:20 PM Eastern

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

Taiwan Semiconductor Manufacturing currently has a consensus price target of $222.50, suggesting a potential downside of 1.81%. Advanced Micro Devices has a consensus price target of $138.19, suggesting a potential downside of 2.71%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, equities research analysts plainly 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)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Advanced Micro Devices
0 Sell rating(s)
12 Hold rating(s)
22 Buy rating(s)
4 Strong Buy rating(s)
2.79

Taiwan Semiconductor Manufacturing has a net margin of 41.67% compared to Advanced Micro Devices' net margin of 8.03%. Taiwan Semiconductor Manufacturing's return on equity of 31.43% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing41.67% 31.43% 20.24%
Advanced Micro Devices 8.03%8.30%6.83%

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.

In the previous week, Advanced Micro Devices had 25 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 110 mentions for Advanced Micro Devices and 85 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 1.12 beat Advanced Micro Devices' score of 1.07 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
61 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
75 Very Positive mention(s)
16 Positive mention(s)
15 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has a beta of 1.27, meaning that its share price is 27% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 1.99, meaning that its share price is 99% more volatile than the S&P 500.

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$3.14T0.37$35.33B$7.7829.13
Advanced Micro Devices$27.75B8.30$1.64B$1.36104.44

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 10 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.

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$1.18T$1.18T$27.17B$20.29B
Dividend Yield1.06%1.06%2.94%3.79%
P/E Ratio29.1329.1335.8527.47
Price / Sales0.370.372,197.6839.04
Price / Cash20.9120.9133.8917.85
Price / Book9.019.017.044.52
Net Income$35.33B$35.33B$762.33M$985.58M
7 Day Performance7.67%7.66%3.27%1.58%
1 Month Performance17.20%17.19%6.23%3.92%
1 Year Performance30.38%30.37%52,326.77%11.91%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.112 of 5 stars
$226.61
-0.9%
$222.50
-1.8%
+31.4%$1.18T$3.14T29.1383,825Positive News
AMD
Advanced Micro Devices
4.1631 of 5 stars
$129.58
+1.0%
$138.19
+6.6%
-11.3%$210.10B$25.79B95.2828,000Trending News
ARM
ARM
1.9548 of 5 stars
$149.33
+3.0%
$152.76
+2.3%
+1.1%$158.18B$4.01B199.118,330Trending News
Analyst Forecast
NXPI
NXP Semiconductors
4.9541 of 5 stars
$210.86
+0.9%
$244.78
+16.1%
-19.3%$53.27B$12.61B22.9733,100Positive News
LHX
L3Harris Technologies
4.7129 of 5 stars
$251.31
+0.7%
$258.75
+3.0%
+10.2%$46.98B$21.25B29.8147,000Positive News
VRT
Vertiv
3.5973 of 5 stars
$116.53
-1.7%
$126.69
+8.7%
+47.3%$44.41B$8.41B67.7531,000Positive News
NOK
Nokia
2.0495 of 5 stars
$5.18
+1.0%
$5.85
+12.9%
+36.9%$28.24B$19.17B34.5480,361
ERIC
Ericsson
1.619 of 5 stars
$8.22
-1.0%
$9.80
+19.2%
+36.8%$27.52B$23.45B164.4094,326
STM
STMicroelectronics
2.7092 of 5 stars
$29.13
+1.6%
$29.67
+1.8%
-23.4%$26.16B$13.27B24.6949,602
UI
Ubiquiti
1.1932 of 5 stars
$389.23
+5.0%
$343.50
-11.7%
+176.8%$23.54B$2.32B42.871,515
ASX
ASE Technology
2.5907 of 5 stars
$10.29
+1.6%
N/A-7.4%$22.71B$18.54B21.8997,079

Related Companies and Tools


This page (NYSE:TSM) was last updated on 6/30/2025 by MarketBeat.com Staff
From Our Partners