Compare Bilibili Inc (BILI) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Bilibili Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Bilibili Inc trades at $17.51 (market cap $7.65B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $428.22 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 252.3× Bilibili Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Bilibili Inc pays none. Which is the better fit depends on your goals.
| BILI | TSM | |
|---|---|---|
Market Cap | $7.65B | $1.93T |
Sector | Media | Technology |
52-Week High | $35.92 | $477.57 |
52-Week Low | $15.96 | $227.33 |
Enterprise Value | $5.49B | $1.85T |
Dividend Yield | — | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Bilibili (BILI) trades at $17.48, down 7.95% over 24 hours, reflecting bearish technical momentum. The stock shows strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $0.19 versus $0.17 expected, and revenue growth to $30.35 billion in 2025. Analyst sentiment remains overwhelmingly bullish with 20 buy ratings out of 24, supported by a $300 million share repurchase program announced June 24, 2026.
The outlook is positive given robust user engagement and advertising growth, but risks include competitive pressures and reliance on Chinese market dynamics. Valuation metrics like a P/E of 36.24 suggest premium pricing, requiring sustained execution to justify upside. Near-term focus is on Q2 2026 earnings due August 27, 2026, which could catalyze movement.
TSM trades at $429.30, up 2.59% with a bullish technical signal, supported by strong earnings beats and robust revenue growth driven by AI demand. The stock is near its 52-week high, with a consensus price target of $545.67 indicating significant upside potential. Recent news highlights record July revenue growth of 44.7% year-over-year and a $1.8 billion joint venture with Sony for image sensors.
Outlook remains positive due to sustained AI-driven demand and expansion plans, but risks include geopolitical tensions and high valuation multiples. The company's solid cash flow and profitability support further growth, though investors should monitor competitive pressures and macroeconomic volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Bilibili Inc
Bilibili is a leading video sharing and online entertainment platform for Gen Z in China. It offers a diverse range of content, including anime, games, and live broadcasting, fueled by a highly engaged community.
Read more on BILI →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
