First Trust NASDAQ Cybersecurity ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? First Trust NASDAQ Cybersecurity ETF trades at $95.05, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $426.29 (market cap $1.98T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while First Trust NASDAQ Cybersecurity ETF pays none, and First Trust NASDAQ Cybersecurity ETF is trading nearer its 52-week high, Taiwan Semiconductor Mfg. Co. Ltd. nearer its low. Which is the better fit depends on your goals.
| CIBR | TSM | |
|---|---|---|
52-Week High | $94.73 | $477.57 |
52-Week Low | $60.74 | $227.33 |
Market Cap | — | $1.98T |
Sector | — | Technology |
Enterprise Value | — | $1.90T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
TSM trades at $421.58, down 2.89% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Revenue grew to $3.81 trillion in 2025, with a net income margin of 46.5%. Analysts maintain a strong buy consensus with a $493.75 price target, citing AI-driven demand.
Outlook remains positive due to robust AI chip demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with support from institutional sentiment, though near-term volatility may persist around earnings.
Trailing returns across standard periods
Latest headlines on both assets
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index includes securities of companies classified as cyber security companies. The fund is non-diversified.
Read more on CIBR →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 →