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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$415.62 -29.30 (-6.59%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$411.27 -4.35 (-1.05%)
As of 06/5/2026 08:00 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, NOK, and ASX

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), Nokia (NOK), and ASE Technology (ASX). These companies are all part of the "electronic equipment" industry.

How does Taiwan Semiconductor Manufacturing compare to Advanced Micro Devices?

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

Taiwan Semiconductor Manufacturing has a beta of 1.38, indicating that its stock price is 38% more volatile than the broader market. Comparatively, Advanced Micro Devices has a beta of 2.5, indicating that its stock price is 150% more volatile than the broader market.

Taiwan Semiconductor Manufacturing has a net margin of 46.97% compared to Advanced Micro Devices' net margin of 13.37%. Taiwan Semiconductor Manufacturing's return on equity of 36.81% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing46.97% 36.81% 24.95%
Advanced Micro Devices 13.37%9.55%7.68%

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$122.42B17.61$54.12B$12.0234.58
Advanced Micro Devices$34.64B21.95$4.34B$3.05152.91

Taiwan Semiconductor Manufacturing presently has a consensus price target of $404.29, indicating a potential downside of 2.73%. Advanced Micro Devices has a consensus price target of $419.86, indicating a potential downside of 9.97%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher possible upside, 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)
2 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
3.00
Advanced Micro Devices
0 Sell rating(s)
13 Hold rating(s)
30 Buy rating(s)
1 Strong Buy rating(s)
2.73

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 insiders. Comparatively, 0.5% of Advanced Micro Devices shares are owned 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.

In the previous week, Advanced Micro Devices had 76 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 193 mentions for Advanced Micro Devices and 117 mentions for Taiwan Semiconductor Manufacturing. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.98 beat Advanced Micro Devices' score of 0.84 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
73 Very Positive mention(s)
9 Positive mention(s)
24 Neutral mention(s)
5 Negative mention(s)
6 Very Negative mention(s)
Positive
Advanced Micro Devices
113 Very Positive mention(s)
25 Positive mention(s)
25 Neutral mention(s)
16 Negative mention(s)
10 Very Negative mention(s)
Positive

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 superior investment? We will contrast the two companies based on the strength of their profitability, earnings, valuation, media sentiment, analyst recommendations, dividends, risk and institutional ownership.

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$4.92B73.64$904M$0.84408.25
Taiwan Semiconductor Manufacturing$122.42B17.61$54.12B$12.0234.58

ARM presently has a consensus price target of $226.92, indicating a potential downside of 33.83%. Taiwan Semiconductor Manufacturing has a consensus price target of $404.29, indicating a potential downside of 2.73%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher possible upside, analysts clearly 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)
6 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.70
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
3.00

Taiwan Semiconductor Manufacturing has a net margin of 46.97% compared to ARM's net margin of 18.37%. Taiwan Semiconductor Manufacturing's return on equity of 36.81% beat ARM's return on equity.

Company Net Margins Return on Equity Return on Assets
ARM18.37% 12.43% 9.48%
Taiwan Semiconductor Manufacturing 46.97%36.81%24.95%

ARM has a beta of 3.78, indicating that its share price is 278% more volatile than the broader market. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.38, indicating that its share price is 38% more volatile than the broader market.

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

In the previous week, Taiwan Semiconductor Manufacturing had 59 more articles in the media than ARM. MarketBeat recorded 117 mentions for Taiwan Semiconductor Manufacturing and 58 mentions for ARM. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.98 beat ARM's score of 0.59 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
29 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
7 Negative mention(s)
1 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
73 Very Positive mention(s)
9 Positive mention(s)
24 Neutral mention(s)
5 Negative mention(s)
6 Very Negative mention(s)
Positive

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 superior stock? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, valuation, profitability, media sentiment and institutional ownership.

Taiwan Semiconductor Manufacturing presently has a consensus price target of $404.29, indicating a potential downside of 2.73%. Vertiv has a consensus price target of $322.32, indicating a potential upside of 7.28%. Given Vertiv's higher probable upside, analysts clearly believe Vertiv is more favorable than Taiwan Semiconductor Manufacturing.

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)
2 Strong Buy rating(s)
3.00
Vertiv
1 Sell rating(s)
3 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.89

Taiwan Semiconductor Manufacturing has a beta of 1.38, meaning that its stock price is 38% more volatile than the broader market. Comparatively, Vertiv has a beta of 2.03, meaning that its stock price is 103% more volatile than the broader market.

Taiwan Semiconductor Manufacturing has a net margin of 46.97% 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 Manufacturing46.97% 36.81% 24.95%
Vertiv 14.37%49.90%15.79%

In the previous week, Taiwan Semiconductor Manufacturing had 76 more articles in the media than Vertiv. MarketBeat recorded 117 mentions for Taiwan Semiconductor Manufacturing and 41 mentions for Vertiv. Vertiv's average media sentiment score of 1.23 beat Taiwan Semiconductor Manufacturing's score of 0.98 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
73 Very Positive mention(s)
9 Positive mention(s)
24 Neutral mention(s)
5 Negative mention(s)
6 Very Negative mention(s)
Positive
Vertiv
30 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$122.42B17.61$54.12B$12.0234.58
Vertiv$10.23B11.28$1.33B$3.9875.49

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 will outperform the market over the long term.

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 24.7% 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 increased its dividend for 2 consecutive years.

Summary

Taiwan Semiconductor Manufacturing beats Vertiv on 10 of the 19 factors compared between the two stocks.

How does Taiwan Semiconductor Manufacturing compare to Nokia?

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

Taiwan Semiconductor Manufacturing currently has a consensus target price of $404.29, suggesting a potential downside of 2.73%. Nokia has a consensus target price of $10.71, suggesting a potential downside of 25.29%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable upside, research analysts clearly believe Taiwan Semiconductor Manufacturing is more favorable than Nokia.

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)
2 Strong Buy rating(s)
3.00
Nokia
2 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.56

16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. Comparatively, 5.3% of Nokia shares are held by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Taiwan Semiconductor Manufacturing has a beta of 1.38, meaning that its share price is 38% more volatile than the broader market. Comparatively, Nokia has a beta of 1.15, meaning that its share price is 15% more volatile than the broader market.

Taiwan Semiconductor Manufacturing pays an annual dividend of $2.97 per share and has a dividend yield of 0.7%. Nokia pays an annual dividend of $0.13 per share and has a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing pays out 24.7% of its earnings in the form of a dividend. Nokia pays out 81.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Taiwan Semiconductor Manufacturing has a net margin of 46.97% compared to Nokia's net margin of 4.02%. Taiwan Semiconductor Manufacturing's return on equity of 36.81% beat Nokia's return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing46.97% 36.81% 24.95%
Nokia 4.02%9.05%5.04%

In the previous week, Taiwan Semiconductor Manufacturing had 96 more articles in the media than Nokia. MarketBeat recorded 117 mentions for Taiwan Semiconductor Manufacturing and 21 mentions for Nokia. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.98 beat Nokia's score of 0.02 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
73 Very Positive mention(s)
9 Positive mention(s)
24 Neutral mention(s)
5 Negative mention(s)
6 Very Negative mention(s)
Positive
Nokia
3 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
5 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Taiwan Semiconductor Manufacturing$122.42B17.61$54.12B$12.0234.58
Nokia$22.50B3.66$736.54M$0.1689.59

Summary

Taiwan Semiconductor Manufacturing beats Nokia on 16 of the 19 factors compared between the two stocks.

How does Taiwan Semiconductor Manufacturing compare to ASE Technology?

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

Taiwan Semiconductor Manufacturing has higher earnings, but lower revenue 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
Taiwan Semiconductor Manufacturing$122.42B17.61$54.12B$12.0234.58
ASE Technology$670.90B0.11$1.28B$0.6850.01

Taiwan Semiconductor Manufacturing currently has a consensus price target of $404.29, suggesting a potential downside of 2.73%. Given Taiwan Semiconductor Manufacturing's higher probable upside, equities analysts plainly believe Taiwan Semiconductor Manufacturing is more favorable than ASE Technology.

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)
2 Strong Buy rating(s)
3.00
ASE Technology
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.00

In the previous week, Taiwan Semiconductor Manufacturing had 116 more articles in the media than ASE Technology. MarketBeat recorded 117 mentions for Taiwan Semiconductor Manufacturing and 1 mentions for ASE Technology. Taiwan Semiconductor Manufacturing's average media sentiment score of 0.98 beat ASE Technology's score of 0.81 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
73 Very Positive mention(s)
9 Positive mention(s)
24 Neutral mention(s)
5 Negative mention(s)
6 Very Negative mention(s)
Positive
ASE Technology
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Taiwan Semiconductor Manufacturing has a beta of 1.38, suggesting that its share price is 38% more volatile than the broader market. Comparatively, ASE Technology has a beta of 1.72, suggesting that its share price is 72% more volatile than the broader market.

Taiwan Semiconductor Manufacturing has a net margin of 46.97% compared to ASE Technology's net margin of 7.03%. Taiwan Semiconductor Manufacturing's return on equity of 36.81% beat ASE Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing46.97% 36.81% 24.95%
ASE Technology 7.03%13.48%5.48%

Taiwan Semiconductor Manufacturing pays an annual dividend of $2.97 per share and has a dividend yield of 0.7%. ASE Technology pays an annual dividend of $0.26 per share and has a dividend yield of 0.8%. Taiwan Semiconductor Manufacturing pays out 24.7% of its earnings in the form of a dividend. ASE Technology pays out 38.2% 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.

16.5% of Taiwan Semiconductor Manufacturing shares are owned by institutional investors. Comparatively, 6.8% of ASE Technology shares are owned by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are owned by insiders. Comparatively, 22.9% of ASE Technology shares are owned by 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 ASE Technology on 13 of the 18 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$2.31T$2.31T$40.72B$23.35B
Dividend Yield0.67%0.67%3.10%4.08%
P/E Ratio34.5834.5880.0930.26
Price / Sales17.6117.61642.2213.17
Price / Cash29.9129.9152.1624.41
Price / Book12.5312.539.614.63
Net Income$54.12B$54.12B$1.07B$1.07B
7 Day Performance-0.87%-0.87%-0.98%-1.66%
1 Month Performance-0.85%-0.85%4.54%-1.68%
1 Year Performance102.64%102.64%158.27%21.33%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
4.3437 of 5 stars
$415.62
-6.6%
$404.29
-2.7%
+104.4%$2.31T$122.42B34.5890,557
AMD
Advanced Micro Devices
3.1357 of 5 stars
$518.09
+4.6%
$410.00
-20.9%
+303.1%$808.03B$34.64B169.8731,000
ARM
ARM
2.6942 of 5 stars
$335.27
+10.8%
$208.79
-37.7%
+164.7%$319.82B$4.92B399.138,330
VRT
Vertiv
4.3833 of 5 stars
$314.29
-1.7%
$322.32
+2.6%
+167.6%$122.83B$10.23B78.9734,000
NOK
Nokia
3.151 of 5 stars
$15.28
-2.6%
$9.71
-36.4%
+166.7%$90.04B$22.50B95.4778,005

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This page (NYSE:TSM) was last updated on 6/6/2026 by MarketBeat.com Staff.
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