Credo Technology Group Holding Ltd vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Credo Technology Group Holding Ltd trades at $276.4 (market cap $46.19B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $431.27 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 41.8× Credo Technology Group Holding Ltd's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| CRDO | TSM | |
|---|---|---|
Market Cap | $46.19B | $1.93T |
Sector | Technology | Technology |
52-Week High | $302.52 | $477.57 |
52-Week Low | $87.81 | $227.33 |
Enterprise Value | $44.77B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
CRDO trades at $275.98, up 15.02% in 24 hours, reflecting strong momentum. Technical indicators show a bullish trend with support at $243 and resistance at $250. The company reported robust earnings, beating estimates in Q3 2025, Q4 2025, and Q1 2026, with revenue surging 157% year-over-year in Q4 2025. Analyst consensus is strongly bullish, with 13 buy ratings and a price target of $285.42. Recent news highlights AI infrastructure demand driving growth, including contributions to the Open Compute Project.
Outlook is positive due to AI-driven demand and strong financial performance, but risks include high valuation multiples and customer concentration. The stock offers growth potential, yet investors should monitor execution risks and market volatility. Upside is supported by analyst targets, while downside protection exists near support levels.
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.
Trailing returns across standard periods
Latest headlines on both assets
Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →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 →