Compare First Solar, Inc. (FSLR) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
First Solar, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? First Solar, Inc. trades at $177.82 (market cap $19.22B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 107.7× First Solar, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold First Solar, Inc. for 76 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| FSLR | TSM | |
|---|---|---|
Market Cap | $19.22B | $2.07T |
Volume | 2,067,793 | 13,244,224 |
Sector | Energy | Technology |
52-Week High | $318.30 | $485.80 |
52-Week Low | $172.11 | $275.06 |
Typical Hold Time | 76 Days | 110 Days |
Enterprise Value | $17.69B | $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
First Solar (FSLR) trades at $178.85, down 0.71% on the day, with a bearish technical signal and key support at $175. Fundamentally, the company shows strong profitability with a 32.47% net income margin and robust revenue growth, though it recently missed Q4 2025 EPS estimates. Recent news includes a patent lawsuit filing and elevated put option activity, reflecting mixed sentiment amid sector-wide pressures from high borrowing costs.
The outlook balances solid fundamentals against near-term headwinds. Analyst consensus is bullish with a $267.59 price target, but risks include solar industry volatility, interest rate sensitivity, and competitive challenges. Earnings growth and execution on guidance are critical for stock performance.
TSM trades at $457.99, down 3.01% today, but maintains strong technical support near $450. The company demonstrates robust fundamentals with Q2 2026 EPS beating expectations at $4.22 versus $3.81, and revenue growth accelerating from $2.89T in 2024 to $3.81T in 2025. Analyst sentiment remains overwhelmingly positive with 18 buy ratings and a $578.43 consensus price target, representing 26% upside potential. Recent news highlights TSM's pivotal role in AI chip manufacturing and upcoming dividend payments.
TSM presents a compelling growth opportunity driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples warrant caution. The stock's current pullback offers entry opportunity with strong institutional support and consistent earnings beats supporting the bullish thesis.
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 First Solar, Inc.
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 →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 →
