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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$166.66 +2.18 (+1.33%)
As of 03:59 PM Eastern

TSM vs. AMD, ARM, NXPI, LHX, VRT, ERIC, NOK, STM, GFS, and UI

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), Telefonaktiebolaget LM Ericsson (publ) (ERIC), Nokia Oyj (NOK), STMicroelectronics (STM), GlobalFoundries (GFS), and Ubiquiti (UI). These companies are all part of the "electronic equipment" industry.

Taiwan Semiconductor Manufacturing vs.

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

Advanced Micro Devices presently has a consensus price target of $139.57, indicating a potential upside of 45.29%. Taiwan Semiconductor Manufacturing has a consensus price target of $212.00, indicating a potential upside of 28.91%. Given Advanced Micro Devices' stronger consensus rating and higher possible upside, research analysts clearly 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)
17 Buy rating(s)
3 Strong Buy rating(s)
2.67
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

In the previous week, Taiwan Semiconductor Manufacturing had 10 more articles in the media than Advanced Micro Devices. MarketBeat recorded 103 mentions for Taiwan Semiconductor Manufacturing and 93 mentions for Advanced Micro Devices. Advanced Micro Devices' average media sentiment score of 0.77 beat Taiwan Semiconductor Manufacturing's score of 0.57 indicating that Advanced Micro Devices is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
43 Very Positive mention(s)
15 Positive mention(s)
17 Neutral mention(s)
8 Negative mention(s)
0 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
44 Very Positive mention(s)
19 Positive mention(s)
28 Neutral mention(s)
9 Negative mention(s)
3 Very Negative mention(s)
Positive

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 insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are owned by 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$25.79B6.02$1.64B$0.9997.03
Taiwan Semiconductor Manufacturing$3.14T0.27$36.49B$7.7821.14

Taiwan Semiconductor Manufacturing has a net margin of 40.51% compared to Advanced Micro Devices' net margin of 6.36%. Taiwan Semiconductor Manufacturing's return on equity of 30.47% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices6.36% 7.42% 6.14%
Taiwan Semiconductor Manufacturing 40.51%30.47%19.55%

Advanced Micro Devices has a beta of 1.89, suggesting that its stock price is 89% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.16, suggesting that its stock price is 16% more volatile than the S&P 500.

Advanced Micro Devices received 1367 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.79% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.52% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Advanced Micro DevicesOutperform Votes
2013
62.52%
Underperform Votes
1207
37.48%
Taiwan Semiconductor ManufacturingOutperform Votes
646
67.79%
Underperform Votes
307
32.21%

Summary

Advanced Micro Devices beats Taiwan Semiconductor Manufacturing on 10 of the 19 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 {thisCompany.Symbol} 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 ManufacturingSemiconductors & related devices IndustryComputer SectorNYSE Exchange
Market Cap$852.91B$50.20B$22.97B$18.91B
Dividend Yield1.30%2.54%2.98%4.04%
P/E Ratio23.3638.1042.0832.79
Price / Sales0.2790.541,987.6028.87
Price / Cash23.4526.4934.7217.53
Price / Book7.566.196.174.48
Net Income$36.49B$760.21M$737.48M$1.02B
7 Day Performance4.25%5.44%3.69%2.60%
1 Month Performance-0.82%-2.94%2.20%-2.55%
1 Year Performance19.65%5.95%52,508.40%5.89%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.9531 of 5 stars
$166.66
+1.3%
$212.00
+27.2%
+18.7%$864.37B$3.14T23.6765,200
AMD
Advanced Micro Devices
4.7211 of 5 stars
$96.39
-0.3%
$140.57
+45.8%
-40.0%$155.79B$25.79B97.3625,000Upcoming Earnings
Analyst Forecast
Gap Down
ARM
ARM
3.3763 of 5 stars
$112.08
-1.1%
$162.95
+45.4%
+8.1%$117.44B$3.69B147.487,096Upcoming Earnings
Analyst Forecast
Short Interest ↑
Gap Down
NXPI
NXP Semiconductors
4.9858 of 5 stars
$196.24
+1.4%
$258.10
+31.5%
-26.1%$49.77B$12.61B20.1734,500Earnings Report
Analyst Forecast
News Coverage
LHX
L3Harris Technologies
4.6176 of 5 stars
$218.98
+1.3%
$257.25
+17.5%
+2.1%$41.11B$21.33B27.8246,000Earnings Report
Analyst Forecast
Positive News
VRT
Vertiv
4.544 of 5 stars
$86.13
-0.9%
$120.38
+39.8%
-9.1%$32.80B$8.01B67.2927,000Earnings Report
Analyst Revision
Gap Down
ERIC
Telefonaktiebolaget LM Ericsson (publ)
2.6002 of 5 stars
$8.24
+0.6%
$9.80
+18.9%
+61.2%$27.46B$249.58B-824,000.00105,500Positive News
NOK
Nokia Oyj
3.1752 of 5 stars
$4.92
-1.4%
$5.85
+18.9%
+35.0%$26.83B$19.22B19.6887,900Earnings Report
Short Interest ↓
Analyst Revision
STM
STMicroelectronics
4.2857 of 5 stars
$23.16
-0.5%
$30.97
+33.7%
-44.2%$20.80B$13.27B13.9548,300Earnings Report
Gap Down
GFS
GlobalFoundries
4.1586 of 5 stars
$35.23
-0.2%
$48.85
+38.6%
-29.0%$19.48B$6.75B-73.3914,600Upcoming Earnings
Analyst Forecast
UI
Ubiquiti
1.2321 of 5 stars
$319.17
+1.9%
$331.00
+3.7%
+197.9%$19.31B$2.15B43.361,380Analyst Revision
News Coverage
Positive News
Gap Down

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This page (NYSE:TSM) was last updated on 4/30/2025 by MarketBeat.com Staff
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