Price movement over the last 24 hours
Aspen Aerogels Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Aspen Aerogels Inc trades at $5.25 (market cap $427.65M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $434.18 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 4583.2× Aspen Aerogels Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.87% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | TSM | |
|---|---|---|
Market Cap | $427.65M | $1.96T |
Sector | Technology | Technology |
52-Week High | $8.82 | $477.57 |
52-Week Low | $2.57 | $227.33 |
Enterprise Value | $382.60M | $1.88T |
Dividend Yield | — | 0.87% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
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
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →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 →