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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$230.38 +0.62 (+0.27%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$230.30 -0.09 (-0.04%)
As of 07/11/2025 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, NXPI, VRT, LHX, STM, ERIC, NOK, UI, and ON

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), Vertiv (VRT), L3Harris Technologies (LHX), STMicroelectronics (STM), Ericsson (ERIC), Nokia (NOK), Ubiquiti (UI), and ON Semiconductor (ON). 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 institutional ownership, media sentiment, earnings, risk, profitability, dividends, valuation and analyst recommendations.

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

Taiwan Semiconductor Manufacturing currently has a consensus price target of $233.75, indicating a potential upside of 1.46%. Advanced Micro Devices has a consensus price target of $147.00, indicating a potential upside of 0.40%. Given Taiwan Semiconductor Manufacturing's higher possible upside, research 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)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80
Advanced Micro Devices
1 Sell rating(s)
9 Hold rating(s)
23 Buy rating(s)
5 Strong Buy rating(s)
2.84

Taiwan Semiconductor Manufacturing has a beta of 1.29, indicating that its share price is 29% more volatile than the S&P 500. Comparatively, Advanced Micro Devices has a beta of 2.05, indicating that its share price is 105% 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$90.08B13.26$35.33B$7.7829.61
Advanced Micro Devices$25.79B9.21$1.64B$1.36107.66

In the previous week, Advanced Micro Devices had 17 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 109 mentions for Advanced Micro Devices and 92 mentions for Taiwan Semiconductor Manufacturing. Advanced Micro Devices' average media sentiment score of 1.24 beat Taiwan Semiconductor Manufacturing's score of 1.09 indicating that Advanced Micro Devices is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Taiwan Semiconductor Manufacturing
66 Very Positive mention(s)
10 Positive mention(s)
13 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Advanced Micro Devices
69 Very Positive mention(s)
16 Positive mention(s)
19 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 9 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$1.19T$1.19T$27.76B$20.76B
Dividend Yield1.07%1.07%3.11%3.71%
P/E Ratio29.6129.6136.8927.89
Price / Sales13.2613.261,885.0342.43
Price / Cash21.0121.0138.1522.63
Price / Book9.169.167.284.56
Net Income$35.33B$35.33B$767.99M$988.81M
7 Day Performance-2.17%-2.17%-0.23%0.20%
1 Month Performance6.98%6.98%4.06%3.95%
1 Year Performance22.94%22.94%52,050.70%10.28%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.238 of 5 stars
$230.38
+0.3%
$233.75
+1.5%
+24.9%$1.19T$90.08B29.6183,825Trending News
Upcoming Earnings
AMD
Advanced Micro Devices
4.2365 of 5 stars
$137.93
-0.4%
$138.74
+0.6%
-19.5%$223.61B$27.75B101.4228,000Trending News
Analyst Upgrade
ARM
ARM
2.0482 of 5 stars
$154.79
+0.1%
$154.67
-0.1%
-15.7%$164.28B$4.01B206.388,330Trending News
Analyst Forecast
NXPI
NXP Semiconductors
4.7971 of 5 stars
$232.74
+0.7%
$246.22
+5.8%
-16.6%$58.64B$12.61B25.3533,100Positive News
Analyst Forecast
VRT
Vertiv
4.0249 of 5 stars
$127.92
+2.9%
$126.69
-1.0%
+32.9%$48.72B$8.41B74.3731,000Trending News
Analyst Upgrade
LHX
L3Harris Technologies
4.186 of 5 stars
$256.77
+1.3%
$258.75
+0.8%
+12.7%$47.81B$21.25B30.4647,000Positive News
Analyst Forecast
STM
STMicroelectronics
2.391 of 5 stars
$32.25
+1.7%
$29.67
-8.0%
-22.9%$29.00B$13.27B27.3349,602News Coverage
Gap Down
ERIC
Ericsson
2.4723 of 5 stars
$8.41
-1.6%
$9.80
+16.6%
+25.8%$28.59B$23.45B168.1094,326Upcoming Earnings
NOK
Nokia
2.6538 of 5 stars
$5.17
-0.6%
$5.85
+13.1%
+26.6%$27.93B$19.17B34.4880,361Trending News
UI
Ubiquiti
1.7428 of 5 stars
$423.05
+2.8%
$343.50
-18.8%
+151.1%$25.65B$2.32B46.591,515News Coverage
Positive News
Analyst Forecast
Analyst Revision
ON
ON Semiconductor
3.8221 of 5 stars
$56.80
+1.5%
$56.08
-1.3%
-19.5%$23.65B$6.67B39.4426,490Trending News
Analyst Forecast

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This page (NYSE:TSM) was last updated on 7/12/2025 by MarketBeat.com Staff
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