American Superconductor Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? American Superconductor Corporation trades at $35.2 (market cap $1.74B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $434.61 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1126.4× American Superconductor Corporation's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.87% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMSC | TSM | |
|---|---|---|
Market Cap | $1.74B | $1.96T |
Sector | Technology | Technology |
52-Week High | $66.68 | $477.57 |
52-Week Low | $25.95 | $227.33 |
Enterprise Value | $1.61B | $1.88T |
Dividend Yield | — | 0.87% |
Signals from Pluang's Aura AI — not financial advice
AMSC trades at $35.96, down 3.26% today amid bearish technical signals. The stock shows strong fundamentals with recent earnings beats and robust profitability metrics including 44.73% net margin and 35.56% ROE. Revenue grew 34% year-over-year to $299.2 million in 2025, though cash flow trends show negative net cash flow of -$6.9M. Analyst sentiment remains positive with 53% buy ratings despite recent insider selling activity.
The outlook remains cautiously optimistic given strong order backlog growth of 40% and expanding role in AI energy infrastructure. Key risks include valuation concerns at 66.72x EV/EBITDA and acquisition-driven growth versus organic expansion. Earnings momentum and grid technology positioning provide upside potential if execution continues.
TSM trades at $434.11, down 0.65% on the day, with a neutral technical signal. The stock shows strong fundamentals, with revenue growing to $3.81 trillion in 2025 and a net income margin of 46.5%. Analyst consensus is strongly bullish with a $493.75 price target, supported by consistent earnings beats and robust cash flow generation. Recent news highlights upcoming earnings on July 16 as a potential catalyst amid elevated AI-driven demand.
The outlook for TSM remains positive given its dominant market position and earnings momentum, though risks include competitive pressures and semiconductor cycle volatility. The stock offers growth potential aligned with AI infrastructure expansion, but investors should weigh valuation multiples against execution risks in a dynamic industry.
Trailing returns across standard periods
Latest headlines on both assets
AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →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 →