Corning Incorporated vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Corning Incorporated trades at $157.7 (market cap $131.65B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.18 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 15.7× Corning Incorporated's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Corning Incorporated for 35 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| GLW | TSM | |
|---|---|---|
Market Cap | $131.65B | $2.07T |
Volume | 8,992,522 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $255.79 | $485.80 |
52-Week Low | $78.03 | $275.06 |
Typical Hold Time | 35 Days | 110 Days |
Enterprise Value | $138.52B | $1.99T |
Dividend Yield | 0.73% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
GLW trades at $163.21, down 3.41% today, with a bullish technical signal and strong analyst support (56.75% buy ratings). Recent fundamentals show robust revenue growth to $15.63B in 2025 and net income of $1.60B, though valuation ratios like P/E of 70.43 appear elevated. The company secured a significant $3B+ fiber supply deal with AT&T, driving positive sentiment amid AI infrastructure demand.
Outlook is positive with earnings beats and a consensus price target of $171.25 offering ~5% upside. Key risks include high debt levels, patent litigation, and sensitivity to tech spending cycles. Institutional confidence remains high given operational cash flow strength and strategic positioning in fiber optics.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Corning Inc is a leader in materials science, specializing in the production of glass, ceramics and optical fiber. The firm supplies its products for a wide range of applications, from flat-panel displays in televisions to gasoline particulate filters in automobiles to optical fiber for broadband access, with a leading share in many of its end markets.
Read more on GLW →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 →