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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$403.18 -0.23 (-0.06%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$402.47 -0.71 (-0.18%)
As of 07/24/2026 07:34 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 Massive. Learn more.

TSM vs. AMD, ARM, VRT, ASX, and NXPI

Should you buy Taiwan Semiconductor Manufacturing stock or one of its competitors? MarketBeat compares Taiwan Semiconductor Manufacturing with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Taiwan Semiconductor Manufacturing include Advanced Micro Devices (AMD), ARM (ARM), Vertiv (VRT), ASE Technology (ASX), and NXP Semiconductors (NXPI). These companies are all part of the "electronic equipment" industry.

How does Taiwan Semiconductor Manufacturing compare to Advanced Micro Devices?

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

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$34.64B24.57$4.34B$3.05171.13
Taiwan Semiconductor Manufacturing$122.42B17.08$54.12B$13.8629.09

In the previous week, Advanced Micro Devices had 139 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 289 mentions for Advanced Micro Devices and 150 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.99 beat Advanced Micro Devices' score of 0.86 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
163 Very Positive mention(s)
49 Positive mention(s)
52 Neutral mention(s)
13 Negative mention(s)
9 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
100 Very Positive mention(s)
16 Positive mention(s)
21 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive

Advanced Micro Devices has a beta of 2.47, indicating that its share price is 147% more volatile than the broader market. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.36, indicating that its share price is 36% more volatile than the broader market.

Advanced Micro Devices presently has a consensus target price of $522.43, suggesting a potential upside of 0.09%. Taiwan Semiconductor Manufacturing has a consensus target price of $490.00, suggesting a potential upside of 21.53%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher possible upside, 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
Advanced Micro Devices
1 Sell rating(s)
11 Hold rating(s)
30 Buy rating(s)
2 Strong Buy rating(s)
2.75
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.06

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. 0.5% 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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Taiwan Semiconductor Manufacturing has a net margin of 50.31% compared to Advanced Micro Devices' net margin of 13.37%. Taiwan Semiconductor Manufacturing's return on equity of 40.88% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices13.37% 9.55% 7.68%
Taiwan Semiconductor Manufacturing 50.31%40.88%27.94%

Summary

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

How does Taiwan Semiconductor Manufacturing compare to ARM?

ARM (NASDAQ:ARM) and Taiwan Semiconductor Manufacturing (NYSE:TSM) 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 media sentiment, institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings.

ARM presently has a consensus price target of $297.65, indicating a potential upside of 14.48%. Taiwan Semiconductor Manufacturing has a consensus price target of $490.00, indicating a potential upside of 21.53%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than ARM.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ARM
1 Sell rating(s)
8 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.62
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.06

ARM has a beta of 3.76, suggesting that its stock price is 276% more volatile than the broader market. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.36, suggesting that its stock price is 36% more volatile than the broader market.

In the previous week, Taiwan Semiconductor Manufacturing had 122 more articles in the media than ARM. MarketBeat recorded 150 mentions for Taiwan Semiconductor Manufacturing and 28 mentions for ARM. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.99 beat ARM's score of 0.71 indicating that Taiwan Semiconductor Manufacturing is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ARM
16 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
100 Very Positive mention(s)
16 Positive mention(s)
21 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has higher revenue and earnings than ARM. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than ARM, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ARM$4.92B56.45$904M$0.84309.54
Taiwan Semiconductor Manufacturing$122.42B17.08$54.12B$13.8629.09

7.5% of ARM shares are owned by institutional investors. Comparatively, 16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Taiwan Semiconductor Manufacturing has a net margin of 50.31% compared to ARM's net margin of 18.37%. Taiwan Semiconductor Manufacturing's return on equity of 40.88% beat ARM's return on equity.

Company Net Margins Return on Equity Return on Assets
ARM18.37% 12.43% 9.48%
Taiwan Semiconductor Manufacturing 50.31%40.88%27.94%

Summary

Taiwan Semiconductor Manufacturing beats ARM on 13 of the 17 factors compared between the two stocks.

How does Taiwan Semiconductor Manufacturing compare to Vertiv?

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

Taiwan Semiconductor Manufacturing pays an annual dividend of $2.97 per share and has a dividend yield of 0.7%. Vertiv pays an annual dividend of $0.25 per share and has a dividend yield of 0.1%. Taiwan Semiconductor Manufacturing pays out 21.4% of its earnings in the form of a dividend. Vertiv pays out 6.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Vertiv has raised its dividend for 2 consecutive years.

Taiwan Semiconductor Manufacturing has higher revenue and earnings than Vertiv. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than Vertiv, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$122.42B17.08$54.12B$13.8629.09
Vertiv$10.23B10.90$1.33B$3.9872.94

In the previous week, Taiwan Semiconductor Manufacturing had 88 more articles in the media than Vertiv. MarketBeat recorded 150 mentions for Taiwan Semiconductor Manufacturing and 62 mentions for Vertiv. Vertiv's average media sentiment score of 1.17 beat Taiwan Semiconductor Manufacturing's score of 0.99 indicating that Vertiv is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
100 Very Positive mention(s)
16 Positive mention(s)
21 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive
Vertiv
39 Very Positive mention(s)
9 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has a net margin of 50.31% compared to Vertiv's net margin of 14.37%. Vertiv's return on equity of 49.90% beat Taiwan Semiconductor Manufacturing's return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing50.31% 40.88% 27.94%
Vertiv 14.37%49.90%15.79%

Taiwan Semiconductor Manufacturing has a beta of 1.36, meaning that its share price is 36% more volatile than the broader market. Comparatively, Vertiv has a beta of 2.03, meaning that its share price is 103% more volatile than the broader market.

Taiwan Semiconductor Manufacturing currently has a consensus target price of $490.00, indicating a potential upside of 21.53%. Vertiv has a consensus target price of $343.48, indicating a potential upside of 18.32%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, analysts clearly believe Taiwan Semiconductor Manufacturing is more favorable than Vertiv.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.06
Vertiv
0 Sell rating(s)
5 Hold rating(s)
21 Buy rating(s)
4 Strong Buy rating(s)
2.97

16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. Comparatively, 89.9% of Vertiv shares are owned by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are owned by company insiders. Comparatively, 1.1% of Vertiv shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Taiwan Semiconductor Manufacturing beats Vertiv on 11 of the 20 factors compared between the two stocks.

How does Taiwan Semiconductor Manufacturing compare to ASE Technology?

ASE Technology (NYSE:ASX) and Taiwan Semiconductor Manufacturing (NYSE:TSM) 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, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

Taiwan Semiconductor Manufacturing has higher revenue and earnings than ASE Technology. Taiwan Semiconductor Manufacturing is trading at a lower price-to-earnings ratio than ASE Technology, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ASE Technology$20.73B3.95$1.28B$0.6854.10
Taiwan Semiconductor Manufacturing$122.42B17.08$54.12B$13.8629.09

In the previous week, Taiwan Semiconductor Manufacturing had 141 more articles in the media than ASE Technology. MarketBeat recorded 150 mentions for Taiwan Semiconductor Manufacturing and 9 mentions for ASE Technology. ASE Technology's average media sentiment score of 1.17 beat Taiwan Semiconductor Manufacturing's score of 0.99 indicating that ASE Technology is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ASE Technology
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
100 Very Positive mention(s)
16 Positive mention(s)
21 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive

6.8% of ASE Technology shares are held by institutional investors. Comparatively, 16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. 22.9% of ASE Technology shares are held by insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

ASE Technology pays an annual dividend of $0.31 per share and has a dividend yield of 0.8%. Taiwan Semiconductor Manufacturing pays an annual dividend of $2.97 per share and has a dividend yield of 0.7%. ASE Technology pays out 45.6% of its earnings in the form of a dividend. Taiwan Semiconductor Manufacturing pays out 21.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

ASE Technology has a beta of 1.69, meaning that its stock price is 69% more volatile than the broader market. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.36, meaning that its stock price is 36% more volatile than the broader market.

Taiwan Semiconductor Manufacturing has a consensus target price of $490.00, suggesting a potential upside of 21.53%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, analysts clearly believe Taiwan Semiconductor Manufacturing is more favorable than ASE Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ASE Technology
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.06

Taiwan Semiconductor Manufacturing has a net margin of 50.31% compared to ASE Technology's net margin of 7.03%. Taiwan Semiconductor Manufacturing's return on equity of 40.88% beat ASE Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
ASE Technology7.03% 13.48% 5.48%
Taiwan Semiconductor Manufacturing 50.31%40.88%27.94%

Summary

Taiwan Semiconductor Manufacturing beats ASE Technology on 14 of the 19 factors compared between the two stocks.

How does Taiwan Semiconductor Manufacturing compare to NXP Semiconductors?

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

Taiwan Semiconductor Manufacturing currently has a consensus target price of $490.00, indicating a potential upside of 21.53%. NXP Semiconductors has a consensus target price of $307.73, indicating a potential upside of 14.29%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, equities analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than NXP Semiconductors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.06
NXP Semiconductors
1 Sell rating(s)
8 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.60

Taiwan Semiconductor Manufacturing has a net margin of 50.31% compared to NXP Semiconductors' net margin of 21.03%. Taiwan Semiconductor Manufacturing's return on equity of 40.88% beat NXP Semiconductors' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing50.31% 40.88% 27.94%
NXP Semiconductors 21.03%26.75%10.32%

16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. Comparatively, 90.5% of NXP Semiconductors shares are held by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Comparatively, 0.1% of NXP Semiconductors shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Taiwan Semiconductor Manufacturing had 126 more articles in the media than NXP Semiconductors. MarketBeat recorded 150 mentions for Taiwan Semiconductor Manufacturing and 24 mentions for NXP Semiconductors. NXP Semiconductors' average media sentiment score of 1.33 beat Taiwan Semiconductor Manufacturing's score of 0.99 indicating that NXP Semiconductors is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
100 Very Positive mention(s)
16 Positive mention(s)
21 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive
NXP Semiconductors
20 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing pays an annual dividend of $2.97 per share and has a dividend yield of 0.7%. NXP Semiconductors pays an annual dividend of $4.06 per share and has a dividend yield of 1.5%. Taiwan Semiconductor Manufacturing pays out 21.4% of its earnings in the form of a dividend. NXP Semiconductors pays out 38.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Taiwan Semiconductor Manufacturing has a beta of 1.36, suggesting that its stock price is 36% more volatile than the broader market. Comparatively, NXP Semiconductors has a beta of 1.79, suggesting that its stock price is 79% more volatile than the broader market.

Taiwan Semiconductor Manufacturing has higher revenue and earnings than NXP Semiconductors. NXP Semiconductors is trading at a lower price-to-earnings ratio than Taiwan Semiconductor Manufacturing, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$122.42B17.08$54.12B$13.8629.09
NXP Semiconductors$12.27B5.54$2.02B$10.4525.76

Summary

Taiwan Semiconductor Manufacturing beats NXP Semiconductors on 14 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 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$2.09T$2.09T$36.95B$23.53B
Dividend Yield0.74%0.74%3.18%4.20%
P/E Ratio29.0929.09168.2130.96
Price / Sales17.0817.08596.4319.25
Price / Cash27.1227.1242.4718.55
Price / Book12.1612.169.094.73
Net Income$54.12B$54.12B$1.07B$1.07B
7 Day Performance0.17%0.17%-1.56%-0.04%
1 Month Performance-6.78%-6.78%-3.79%-0.42%
1 Year Performance64.20%64.20%133.84%14.22%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
4.9908 of 5 stars
$403.18
-0.1%
$490.00
+21.5%
+64.2%$2.09T$122.42B29.0990,557
AMD
Advanced Micro Devices
2.9865 of 5 stars
$500.94
-5.3%
$468.65
-6.4%
+213.5%$862.82B$34.64B164.2431,000
ARM
ARM
3.2793 of 5 stars
$262.01
-5.4%
$298.96
+14.1%
+59.3%$295.87B$4.92B311.929,584
VRT
Vertiv
4.8122 of 5 stars
$293.94
-3.5%
$342.73
+16.6%
+111.1%$116.99B$10.23B73.8534,000
ASX
ASE Technology
3.7961 of 5 stars
$39.39
-3.3%
N/A+250.2%$90.54B$20.73B57.92105,947

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This page (NYSE:TSM) was last updated on 7/27/2026 by MarketBeat.com Staff.
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