CleanSpark Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? CleanSpark Inc trades at $13.85 (market cap $3.45B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $415.45 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 568.1× CleanSpark Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while CleanSpark Inc pays none. Which is the better fit depends on your goals.
| CLSK | TSM | |
|---|---|---|
Market Cap | $3.45B | $1.96T |
Sector | Technology | Technology |
52-Week High | $23.20 | $477.57 |
52-Week Low | $8.18 | $227.33 |
Enterprise Value | $4.31B | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
CleanSpark (CLSK) trades at $12.36, down 3.81% today, with a bearish technical signal and recent earnings misses. The company reported a net loss margin of -67.66% for 2026 but announced a transformative $6.6 billion 20-year AI data center lease, shifting focus from Bitcoin mining to high-performance computing. Analyst consensus remains unanimously bullish with a $21.43 price target, highlighting growth potential despite current profitability challenges.
The outlook balances high growth potential from the AI pivot against significant execution risks and persistent losses. Near-term volatility is expected as the market assesses the company's ability to monetize new contracts and achieve sustainable profitability. The stock presents a high-risk, high-reward opportunity dependent on successful business model transition.
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
CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →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 →