Compare Fabrinet (FN) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Fabrinet vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Fabrinet trades at $457.63 (market cap $17.44B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $406.87 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 112.4× 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 | $17.44B | $1.96T |
Sector | Technology | Technology |
52-Week High | $746.47 | $477.57 |
52-Week Low | $277.04 | $227.33 |
Enterprise Value | $16.50B | $1.89T |
Dividend Yield | — | 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
Fabrinet (FN) trades at $460.16, down 4.69% with a bearish technical signal despite strong fundamentals. The company reported consistent earnings beats with Q1 2026 EPS of $3.72 exceeding expectations, driven by 39% YoY revenue growth in optical communications. Analyst consensus remains strongly bullish with 18 buy ratings and a $733 price target, though technical indicators show selling pressure with support at $448.
The outlook remains positive given Fabrinet's strategic position in AI infrastructure and optical communications, with projected revenue growth to $4.2B in 2026. Key risks include premium valuation multiples and supply chain constraints, but the debt-free balance sheet and expanding margins support long-term growth potential in the AI-driven data center market.
TSM trades at $406.13, down 3.39% today, but maintains strong fundamentals with record earnings driven by AI chip demand. The stock shows a bearish technical signal near support at $404, while fundamentals reveal robust profitability with a 46.5% net margin and four consecutive quarterly EPS beats. Revenue growth accelerated to $3.81T in 2025, though valuation multiples like P/E of 36.54 appear elevated relative to historical norms.
Outlook remains positive given analyst consensus of $498.33 price target and 72% buy ratings, but risks include geopolitical tensions and high expectations priced into the stock. Cash flow strength supports dividend payments, with the next $1.11 dividend scheduled for October 2026.
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 Fabrinet
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 →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 →
