Compare Global X Cloud Computing ETF (CLOU) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance

Global X Cloud Computing ETFTrade

Taiwan Semiconductor Mfg. Co. Ltd.Trade

Price performance (Past 24H)

Key statistics

Global X Cloud Computing ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Global X Cloud Computing ETF trades at $27.72, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $432.54 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Global X Cloud Computing ETF pays none, and Global X Cloud Computing 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.

	CLOU	TSM
Sector	Sector/Thematic	Technology
52-Week High	$28.09	$477.57
52-Week Low	$17.60	$227.33
Market Cap	—	$1.93T
Enterprise Value	—	$1.85T
Dividend Yield	—	0.9%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Global X Cloud Computing ETF

No Aura AI signal available yet.

Taiwan Semiconductor Mfg. Co. Ltd.

TSM trades at $418.47, down 0.37% on the day, with a bullish technical signal from moving averages. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.31 surpassing the $3.87 forecast. Revenue growth is robust, with July 2026 sales up 44.7% year-over-year, driven by strong AI demand. Valuation ratios are elevated, with a P/E of 31.86 and P/S of 15.91, reflecting high growth expectations. Analysts maintain a strong buy consensus with a $545.67 price target.

The outlook for TSM is positive, supported by accelerating revenue growth, expanding profit margins, and strategic investments in AI and joint ventures. Key risks include high valuation multiples, competitive pressures, and geopolitical factors. The stock offers significant upside to the consensus target, but investors should monitor execution on capacity expansion and demand sustainability.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

CLOU

Global X Cloud Computing ETF (CLOU) rated buy for strong growth beyond AI and resilient revenue streamsSeeking Alpha · 2 days agoBullish View details →

TSM

Leveraged hedge fund Situational Awareness faces major losses amid AI sector correction and forced sell-offs.24/7 Wall Street · 2 days agoBullish Global X AIQ ETF offers diversified AI exposure with attractive valuations, ideal for growth investors.Seeking Alpha · 2 days agoBullish TSMC's July revenue jumps 44.7% YoY, signaling strong AI chip demand and boosting semiconductor stocks.CNBC · 2 days agoBullish View details →

About Global X Cloud Computing ETF

CLOU is a thematic ETF that invests in companies leading the cloud revolution. It targets providers of SaaS, PaaS, and IaaS, including major firms like Salesforce, Akamai, and Shopify that drive modern digital infrastructure.

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.