First Solar, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? First Solar, Inc. trades at $213.5 (market cap $24.05B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $406 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 81.5× First Solar, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | TSM | |
|---|---|---|
Market Cap | $24.05B | $1.96T |
Sector | Technology | Technology |
52-Week High | $318.30 | $477.57 |
52-Week Low | $166.82 | $227.33 |
Enterprise Value | $22.21B | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $213.15, down 3.37% amid bearish technical signals and class action lawsuit headlines. The stock shows strong fundamentals with a P/E of 14.46, net income margin of 30.73%, and robust cash flow growth, though recent earnings misses and legal overhangs weigh on sentiment. Revenue climbed to $5.22B in 2025, with projected growth to $5.4B in 2026, supported by expanding operating cash flows.
The outlook balances solid profitability and analyst bullishness (60% buy ratings, $275.17 target) against near-term legal risks and technical weakness. Upside hinges on lawsuit resolution and execution of growth forecasts, while downside risks include prolonged litigation and competitive pressures in solar tech.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and a new factory under construction in India.
Read more on FSLR →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 →