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Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$200.56 +0.46 (+0.23%)
As of 11:57 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

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), Nokia Oyj (NOK), Telefonaktiebolaget LM Ericsson (publ) (ERIC), GlobalFoundries (GFS), ASE Technology (ASX), and STMicroelectronics (STM). 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 better stock? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, institutional ownership, risk, dividends, valuation, earnings and community ranking.

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. 0.7% of Advanced Micro Devices shares are owned by company insiders. Comparatively, 1.1% of Taiwan Semiconductor Manufacturing shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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$25.79B7.18$1.64B$0.99115.32
Taiwan Semiconductor Manufacturing$90.08B11.51$36.49B$7.0428.40

Advanced Micro Devices presently has a consensus target price of $158.70, suggesting a potential upside of 39.01%. Taiwan Semiconductor Manufacturing has a consensus target price of $220.00, suggesting a potential upside of 10.03%. Given Advanced Micro Devices' higher probable upside, equities research analysts plainly 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)
10 Hold rating(s)
18 Buy rating(s)
3 Strong Buy rating(s)
2.72
Taiwan Semiconductor Manufacturing
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

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 1.65, suggesting that its share price is 65% more volatile than the S&P 500. Comparatively, Taiwan Semiconductor Manufacturing has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

Advanced Micro Devices received 1358 more outperform votes than Taiwan Semiconductor Manufacturing when rated by MarketBeat users. However, 67.69% of users gave Taiwan Semiconductor Manufacturing an outperform vote while only 62.63% of users gave Advanced Micro Devices an outperform vote.

CompanyUnderperformOutperform
Advanced Micro DevicesOutperform Votes
1999
62.63%
Underperform Votes
1193
37.37%
Taiwan Semiconductor ManufacturingOutperform Votes
641
67.69%
Underperform Votes
306
32.31%

In the previous week, Taiwan Semiconductor Manufacturing had 40 more articles in the media than Advanced Micro Devices. MarketBeat recorded 133 mentions for Taiwan Semiconductor Manufacturing and 93 mentions for Advanced Micro Devices. Advanced Micro Devices' average media sentiment score of 1.28 beat Taiwan Semiconductor Manufacturing's score of 0.91 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
70 Very Positive mention(s)
11 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Taiwan Semiconductor Manufacturing
70 Very Positive mention(s)
27 Positive mention(s)
30 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 11 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$1.04T$62.60B$26.67B$20.31B
Dividend Yield0.96%2.11%2.75%3.66%
P/E Ratio28.4047.9549.2848.46
Price / Sales11.5133.762,513.8016.05
Price / Cash23.5526.8135.9320.97
Price / Book9.197.707.045.22
Net Income$36.49B$751.28M$733.45M$1.02B
7 Day Performance-1.88%2.84%-0.72%0.77%
1 Month Performance-8.56%-3.60%1.33%0.45%
1 Year Performance59.54%55.18%22.27%16.41%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.0025 of 5 stars
$200.24
+0.1%
$220.00
+9.9%
+59.5%$1.04T$90.08B28.4476,478Analyst Forecast
AMD
Advanced Micro Devices
4.9495 of 5 stars
$113.10
+1.2%
$158.70
+40.3%
-31.1%$183.28B$25.79B114.2426,000Analyst Forecast
Positive News
ARM
ARM
1.8398 of 5 stars
$159.54
-3.2%
$162.83
+2.1%
+23.9%$167.17B$3.69B209.927,096
NXPI
NXP Semiconductors
4.449 of 5 stars
$224.14
+2.1%
$264.45
+18.0%
+6.3%$56.97B$12.61B23.0434,200Analyst Forecast
Positive News
VRT
Vertiv
4.6003 of 5 stars
$108.18
-1.0%
$138.57
+28.1%
+68.6%$40.60B$6.86B72.1227,000Positive News
LHX
L3Harris Technologies
4.9394 of 5 stars
$198.02
-1.0%
$262.67
+32.6%
-6.9%$37.56B$21.33B25.1650,000Positive News
NOK
Nokia Oyj
2.9312 of 5 stars
$4.99
-0.1%
$5.86
+17.6%
+42.4%$27.18B$20.80B19.9486,689
ERIC
Telefonaktiebolaget LM Ericsson (publ)
1.1171 of 5 stars
$7.87
-0.5%
$6.70
-14.9%
+49.4%$26.23B$23.45B-787,000.0099,952
GFS
GlobalFoundries
2.1548 of 5 stars
$43.16
+0.8%
$49.64
+15.0%
-18.3%$23.81B$6.75B32.2112,000
ASX
ASE Technology
2.5832 of 5 stars
$10.85
+0.3%
N/A+17.6%$23.81B$18.69B24.1092,894
STM
STMicroelectronics
4.1193 of 5 stars
$24.46
+2.3%
$31.26
+27.8%
-36.6%$22.09B$13.27B14.7351,323Analyst Upgrade
Positive News
Gap Up

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This page (NYSE:TSM) was last updated on 2/21/2025 by MarketBeat.com Staff
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