iShares MSCI Taiwan ETF vs STMicroelectronics NV — how do they compare? iShares MSCI Taiwan ETF trades at $114.88 (market cap $12.87B), while STMicroelectronics NV trades at $53.55 (market cap $48.14B). The key difference: STMicroelectronics NV is far larger — about 3.7× iShares MSCI Taiwan ETF's market cap, and STMicroelectronics NV pays a 0.68% dividend while iShares MSCI Taiwan ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold iShares MSCI Taiwan ETF for 52 Days and STMicroelectronics NV for 66 Days on average.
| EWT | STM | |
|---|---|---|
Market Cap | $12.87B | $48.14B |
Volume | 4,043,927 | 9,776,015 |
Sector | Broad Market / Factor | Technology |
52-Week High | $118.00 | $79.91 |
52-Week Low | $60.03 | $21.20 |
Typical Hold Time | 52 Days | 66 Days |
Enterprise Value | — | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
EWT trades at $116.24, down 1.16% today, with a bullish technical outlook supported by moving averages. The ETF remains heavily concentrated in Taiwan's semiconductor sector, particularly TSMC, benefiting from AI-driven demand. Recent news highlights continued US-Taiwan economic cooperation and institutional buying interest.
The outlook remains positive given Taiwan's strategic position in AI supply chains, though geopolitical tensions pose significant risks. Valuation appears reasonable for tech exposure, but investors must weigh semiconductor cyclicality against long-term growth potential in artificial intelligence infrastructure.
STM trades at $56.18, down 4.33% on the day, amid a mixed technical and fundamental backdrop. The stock shows a bullish technical signal with support near $56, but faces headwinds from recent earnings misses and negative net income margins. Revenue has declined from $17.3B in 2023 to $11.8B in 2025, though AI data-center growth offers a potential catalyst, with the company targeting over $2B in AI revenue by 2027 according to Reuters on 2026-09-09.
The outlook is cautiously optimistic, driven by analyst consensus favoring a Buy rating and a $77.31 price target, implying significant upside. However, risks include volatile profitability, high P/E of 101.89, and dependence on cyclical semiconductor demand. Near-term performance hinges on Q3 2026 earnings versus the $0.40 EPS expectation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
EWT tracks the MSCI Taiwan 25/50 Index, providing targeted exposure to large and mid-cap companies in Taiwan. It is heavily concentrated in the information technology sector, serving as a liquid instrument for investors seeking a single-country view of Taiwan's export-oriented and tech-driven economy.
Read more on EWT →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →