Compare Equinix Inc (EQIX) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Equinix Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Equinix Inc trades at $1,005.86 (market cap $100.85B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $411.45 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 19.4× Equinix Inc's market cap, and Equinix Inc pays the higher dividend (1.93%). Which is the better fit depends on your goals.
| EQIX | TSM | |
|---|---|---|
Market Cap | $100.85B | $1.96T |
Sector | Real Estate | Technology |
52-Week High | $1.12K | $477.57 |
52-Week Low | $726.09 | $227.33 |
Enterprise Value | $121.14B | $1.89T |
Dividend Yield | 1.93% | 0.9% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Equinix (EQIX) trades at $1,016.33, down 0.7% on the day, with a bearish technical signal despite strong analyst support. The company reported 2025 revenue of $9.22B and net income of $1.35B, with profitability improving but recent quarterly EPS misses. Cash flow trends show aggressive capital expenditure with negative net cash flow in 2025. The stock benefits from AI infrastructure partnerships and a 74.5% analyst buy rating.
Outlook remains positive due to AI-driven demand and global data center expansion, but high valuation multiples and rising debt levels pose risks. The consensus price target of $1,110 suggests upside potential, though technical indicators signal near-term caution. Key catalysts include Q2 2026 earnings and execution on growth investments.
Taiwan Semiconductor Manufacturing (TSM) trades at $420.39, down 0.28% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust Q2 2026 earnings with net profit surging 77% to NT$706.6 billion, beating estimates, driven by sustained AI chip demand. Key financials show a net income margin of 46.5% and ROE of 36.51%, with revenue growth accelerating to $3.81 trillion in 2025. Analyst consensus is bullish with a $498.33 price target, though technical indicators highlight near-term resistance at $425.
TSM's outlook remains positive due to AI-driven demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with a 18% upside to the consensus target, yet investors should monitor competitive pressures and macroeconomic volatility. Strong cash flow and dividend payments support shareholder returns, but the bearish technical trend warrants caution for short-term entries.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Equinix Inc
Equinix is a retail provider of data centers, enabling hundreds of enterprise tenants to house their servers and networking equipment in a collocated environment. Tenants can then connect with each other, through cloud service providers and telecom networks. Equinix operates 240 data centers in 66 markets worldwide and owns just less than half of them. The firm has roughly 10,000 customers, including 2,000 networks, that are dispersed over five verticals: Cloud and IT Services, Content Providers, Network and Mobile Services, Financial Services, and Enterprise. About 70% of Equinix's revenue comes from renting space to tenants and related services, and more than 15% comes from connecting customers with each other. Equinix operates as a real estate investment trust.
Read more on EQIX →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.
Read more on TSM →
