American International Group Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? American International Group Inc trades at $77.4 (market cap $40.58B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.29 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 47.1× American International Group Inc's market cap, and American International Group Inc pays the higher dividend (2.58%). Which is the better fit depends on your goals.
| AIG | TSM | |
|---|---|---|
Market Cap | $40.58B | $1.91T |
Sector | Financials | Technology |
52-Week High | $86.59 | $477.57 |
52-Week Low | $71.89 | $227.33 |
Enterprise Value | $48.22B | $1.84T |
Dividend Yield | 2.58% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
AIG trades at $78.78, down 1.49% on the day, with a neutral technical stance as RSI readings near 42 suggest balanced momentum. The stock shows solid fundamentals with a P/E of 14.38 and recent earnings beats, including Q2 2026 EPS of $2.00 versus $1.92 expected. Revenue stability around $26.8 billion in 2025 and a net income margin of 11.88% reflect disciplined underwriting and expense control, though investment income headwinds persist. Analyst consensus price target is $88.90, implying potential upside, supported by a 39% buy rating among coverage.
Outlook remains cautiously optimistic given earnings consistency and undervaluation relative to peers, but risks include competitive pricing pressure and macroeconomic volatility affecting insurance demand. The dividend yield of approximately 2.5% adds income appeal, yet high beta exposure may lead to amplified swings in broader market downturns, warranting monitoring of Q3 2026 results for sustained growth catalysts.
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Trailing returns across standard periods
Latest headlines on both assets
American International Group is one of the largest insurance and financial services firms in the world and has a global footprint. It operates through a wide range of subsidiaries that provide property, casualty, and life insurance. Its revenue is split roughly evenly between commercial and consumer lines.
Read more on AIG →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →