Gigacloud Technology Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Gigacloud Technology Inc trades at $38.02 (market cap $1.40B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $415.66 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1400× Gigacloud Technology Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Gigacloud Technology Inc pays none. Which is the better fit depends on your goals.
| GCT | TSM | |
|---|---|---|
Market Cap | $1.40B | $1.96T |
Sector | Technology | Technology |
52-Week High | $51.80 | $477.57 |
52-Week Low | $20.97 | $227.33 |
Enterprise Value | $1.51B | $1.89T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
GigaCloud Technology (GCT) trades at $37.85, up 6.91% with strong earnings momentum after beating Q1 2026 EPS estimates. The stock shows bullish technical signals despite mixed indicators, with valuation ratios appearing attractive (P/E 9.49, P/S 1.02). Recent recognition as TIME's World Growth Leader and expanding international presence highlight operational strength.
GCT presents compelling value with robust profitability (32.14% ROE) and consistent earnings beats, though technical overbought conditions and competitive pressures warrant caution. The 66.7% analyst buy rating supports upside potential, but investors should monitor execution risks in international expansion.
Taiwan Semiconductor Manufacturing (TSM) trades at $420.39, down 0.28% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust Q2 2026 earnings with net profit surging 77% to NT$706.6 billion, beating estimates, driven by sustained AI chip demand. Key financials show a net income margin of 46.5% and ROE of 36.51%, with revenue growth accelerating to $3.81 trillion in 2025. Analyst consensus is bullish with a $498.33 price target, though technical indicators highlight near-term resistance at $425.
TSM's outlook remains positive due to AI-driven demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with a 18% upside to the consensus target, yet investors should monitor competitive pressures and macroeconomic volatility. Strong cash flow and dividend payments support shareholder returns, but the bearish technical trend warrants caution for short-term entries.
Trailing returns across standard periods
Latest headlines on both assets
Gigacloud Technology operates a global B2B e-commerce marketplace for large-parcel goods. It provides a comprehensive solution for furniture manufacturers and retailers with integrated logistics and fulfillment.
Read more on GCT →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 →