Cisco Systems Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Cisco Systems Inc trades at $115.78 (market cap $452.96B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $460.96 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 4.6× Cisco Systems Inc's market cap, and Cisco Systems Inc pays the higher dividend (1.46%). Which is the better fit depends on your goals — on Pluang, investors hold Cisco Systems Inc for 86 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| CSCO | TSM | |
|---|---|---|
Market Cap | $452.96B | $2.07T |
Volume | 12,951,578 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $130.00 | $485.80 |
52-Week Low | $67.46 | $275.06 |
Typical Hold Time | 86 Days | 110 Days |
Enterprise Value | $466.58B | $1.99T |
Dividend Yield | 1.46% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Cisco Systems (CSCO) trades at $117.39, down 0.47% on the day, with a bullish technical signal from moving averages but overbought short-term RSI. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.22, and revenue growth is supported by AI-driven networking demand. Valuation ratios are elevated with a P/E of 34.5, while profitability remains robust with a net income margin of 20.95%.
The outlook is positive given AI infrastructure growth and consistent earnings beats, but high valuation and competitive pressures pose risks. Analyst consensus is bullish with a $129.77 price target, implying potential upside. Key risks include execution challenges in integrating AI innovations and macroeconomic sensitivity.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Cisco Systems, Inc. provides information technology and networking services. The Company offers enterprise network security, software development, data collaboration, cloud computing, and other related services. Cisco Systems serves customers in the United States.
Read more on CSCO →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 →