Free Trial

Taiwan Semiconductor Manufacturing (TSM) Competitors

Taiwan Semiconductor Manufacturing logo
$241.52 +1.20 (+0.50%)
Closing price 03:59 PM Eastern
Extended Trading
$243.45 +1.93 (+0.80%)
As of 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 Polygon.io. Learn more.

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

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), Ubiquiti (UI), Nokia (NOK), ON Semiconductor (ON), and Ericsson (ERIC). 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 better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, earnings, valuation, media sentiment, profitability and analyst recommendations.

Taiwan Semiconductor Manufacturing presently has a consensus price target of $258.33, suggesting a potential upside of 6.96%. Advanced Micro Devices has a consensus price target of $154.68, suggesting a potential downside of 4.59%. Given Taiwan Semiconductor Manufacturing's stronger consensus rating and higher probable 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)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00
Advanced Micro Devices
0 Sell rating(s)
10 Hold rating(s)
24 Buy rating(s)
5 Strong Buy rating(s)
2.87

Taiwan Semiconductor Manufacturing has a net margin of 42.91% compared to Advanced Micro Devices' net margin of 8.03%. Taiwan Semiconductor Manufacturing's return on equity of 34.53% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Taiwan Semiconductor Manufacturing42.91% 34.53% 22.29%
Advanced Micro Devices 8.03%8.30%6.83%

In the previous week, Advanced Micro Devices had 24 more articles in the media than Taiwan Semiconductor Manufacturing. MarketBeat recorded 130 mentions for Advanced Micro Devices and 106 mentions for Taiwan Semiconductor Manufacturing. Advanced Micro Devices' average media sentiment score of 1.18 beat Taiwan Semiconductor Manufacturing's score of 0.86 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
69 Very Positive mention(s)
9 Positive mention(s)
16 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Positive
Advanced Micro Devices
90 Very Positive mention(s)
13 Positive mention(s)
19 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$90.08B13.91$35.33B$8.7727.54
Advanced Micro Devices$25.79B10.19$1.64B$1.36119.21

16.5% of Taiwan Semiconductor Manufacturing shares are held by institutional investors. Comparatively, 71.3% of Advanced Micro Devices shares are held by institutional investors. 1.1% of Taiwan Semiconductor Manufacturing shares are held by insiders. Comparatively, 0.1% of Advanced Micro Devices shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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.

Summary

Taiwan Semiconductor Manufacturing beats Advanced Micro Devices on 10 of the 17 factors compared between the two stocks.

Get Taiwan Semiconductor Manufacturing News Delivered to You Automatically

Sign up to receive the latest news and ratings for TSM and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

TSM vs. The Competition

MetricTaiwan Semiconductor ManufacturingSEMI FAB FOUNDRIES IndustryComputer SectorNYSE Exchange
Market Cap$1.25T$1.25T$28.86B$21.15B
Dividend Yield1.03%1.03%3.00%3.58%
P/E Ratio27.5427.5434.0627.76
Price / Sales13.9113.911,792.5758.69
Price / Cash21.9821.9838.6523.00
Price / Book9.609.607.824.67
Net Income$35.33B$35.33B$781.95M$993.85M
7 Day Performance-1.50%-1.50%1.29%1.16%
1 Month Performance9.77%9.77%7.09%4.99%
1 Year Performance51.20%51.20%52,962.36%12.54%

Taiwan Semiconductor Manufacturing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TSM
Taiwan Semiconductor Manufacturing
3.276 of 5 stars
$241.53
+0.5%
$258.33
+7.0%
+41.4%$1.25T$90.08B27.5483,825Trending News
Earnings Report
AMD
Advanced Micro Devices
4.2268 of 5 stars
$159.98
-0.1%
$152.58
-4.6%
+3.0%$259.83B$25.79B117.8328,000Trending News
Analyst Forecast
Analyst Revision
ARM
ARM
2.1773 of 5 stars
$158.27
+2.8%
$158.87
+0.4%
-7.2%$168.36B$4.01B212.478,330Trending News
Upcoming Earnings
Analyst Forecast
NXPI
NXP Semiconductors
4.8342 of 5 stars
$221.51
+0.4%
$251.63
+13.6%
-14.3%$55.97B$12.61B24.1333,100Trending News
Earnings Report
Analyst Forecast
VRT
Vertiv
4.0108 of 5 stars
$133.30
+6.3%
$136.76
+2.6%
+42.9%$50.70B$8.01B77.3531,000Positive News
Upcoming Earnings
LHX
L3Harris Technologies
4.5322 of 5 stars
$264.85
+0.5%
$263.81
-0.4%
+12.1%$49.48B$21.33B31.4047,000Trending News
Earnings Report
Dividend Announcement
Gap Up
STM
STMicroelectronics
4.6893 of 5 stars
$31.93
+0.2%
$29.67
-7.1%
-21.2%$28.71B$12.32B27.0949,602Trending News
Analyst Upgrade
Gap Down
UI
Ubiquiti
1.8339 of 5 stars
$436.20
+3.4%
$343.50
-21.3%
+163.7%$26.39B$1.93B48.041,515News Coverage
Analyst Revision
NOK
Nokia
3.6483 of 5 stars
$4.78
+0.5%
$5.85
+22.5%
+21.8%$25.69B$20.80B31.8480,361Trending News
Gap Down
ON
ON Semiconductor
3.9108 of 5 stars
$59.25
-0.4%
$57.85
-2.4%
-18.8%$24.76B$7.08B41.1426,490Trending News
Analyst Forecast
ERIC
Ericsson
3.9145 of 5 stars
$7.34
-0.5%
$9.80
+33.6%
+15.2%$24.59B$23.45B14.6994,326

Related Companies and Tools


This page (NYSE:TSM) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners