Fabrinet vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Fabrinet trades at $545 (market cap $18.84B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.37 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 102.4× Fabrinet's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| FN | TSM | |
|---|---|---|
Market Cap | $18.84B | $1.93T |
Sector | Technology | Technology |
52-Week High | $746.47 | $477.57 |
52-Week Low | $277.04 | $227.33 |
Enterprise Value | $17.90B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Fabrinet (FN) trades at $562.38, up 3.39% in 24 hours, near its 52-week high of $748.89. The stock shows bullish technical signals with strong moving average support and a neutral RSI. Recent earnings beats in Q3 2025 to Q1 2026 highlight robust growth, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with net income at $332.53M, though valuation ratios like P/E of 45.28 appear elevated.
Outlook remains positive driven by AI infrastructure demand, with analysts projecting 75% buy ratings. Key risks include premium valuation sensitivity and supply chain constraints. The stock offers growth exposure but requires monitoring of execution and market volatility.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →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 →