Compare iShares MSCI Taiwan ETF (EWT) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
iShares MSCI Taiwan ETF vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? iShares MSCI Taiwan ETF trades at $114.66 (market cap $12.74B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.06 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 162.5× iShares MSCI Taiwan ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% 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 Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| EWT | TSM | |
|---|---|---|
Market Cap | $12.74B | $2.07T |
Volume | 8,470,920 | 13,244,224 |
Sector | Broad Market / Factor | Technology |
52-Week High | $118.00 | $485.80 |
52-Week Low | $60.03 | $275.06 |
Typical Hold Time | 52 Days | 110 Days |
Enterprise Value | — | $1.99T |
Dividend Yield | — | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
EWT, the iShares MSCI Taiwan ETF, trades at $116.24, down 1.16% on the day, with a bullish technical signal from moving averages and neutral oscillators. The ETF is heavily concentrated in Taiwan's semiconductor sector, particularly TSMC, benefiting from AI-driven demand. Recent news highlights strong institutional interest and substantial Taiwanese corporate investments in U.S. AI infrastructure, though geopolitical tensions with China present ongoing risks.
The outlook for EWT is positive due to Taiwan's pivotal role in AI and semiconductor supply chains, supported by robust capital expenditure plans from key holdings. However, elevated geopolitical risks and sector concentration require careful monitoring. Upside potential hinges on sustained AI demand, while downside risks include cross-strait tensions and global tech volatility.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About iShares MSCI Taiwan ETF
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 →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 →
