Price movement over the last 24 hours
Arqit Quantum Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Arqit Quantum Inc trades at $19.11 (market cap $332.04M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $434.15 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 5902.9× Arqit Quantum Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.87% dividend while Arqit Quantum Inc pays none. Which is the better fit depends on your goals.
| ARQQ | TSM | |
|---|---|---|
Market Cap | $332.04M | $1.96T |
Sector | Technology | Technology |
52-Week High | $58.27 | $477.57 |
52-Week Low | $11.78 | $227.33 |
Enterprise Value | $305.35M | $1.88T |
Dividend Yield | — | 0.87% |
Signals from Pluang's Aura AI — not financial advice
ARQQ trades at $19.08, down 6.79% today, with a bearish technical signal from moving averages. The company reported $530K revenue for 2025 but a net loss of $35.34M, with negative profit margins and high valuation ratios. Recent news highlights contract wins and 829% YoY revenue growth in H1 FY26, though earnings misses persist.
Outlook remains speculative given deep losses and high P/S of 275.84, but growth in quantum security deals offers potential. Key risks include cash burn and competitive threats. Analyst consensus is split 50/50 buy/hold, indicating cautious optimism amid fundamental challenges.
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
Arqit Quantum provides advanced cybersecurity software that uses symmetric key agreement technology. Its solutions protect networked devices and data against current and future cyber threats, including quantum attacks.
Read more on ARQQ →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 →