Alphabet Inc Class A vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Alphabet Inc Class A trades at $351.44 (market cap $4.24T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.14 (market cap $2.07T). The key difference: Alphabet Inc Class A is far larger — about 2× Taiwan Semiconductor Mfg. Co. Ltd.'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 Alphabet Inc Class A for 85 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| GOOGL | TSM | |
|---|---|---|
Market Cap | $4.24T | $2.07T |
Volume | 23,392,850 | 13,244,224 |
Sector | Media | Technology |
52-Week High | $402.62 | $485.80 |
52-Week Low | $236.59 | $275.06 |
Typical Hold Time | 85 Days | 110 Days |
Enterprise Value | $4.13T | $1.99T |
Dividend Yield | 0.25% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Alphabet (GOOGL) trades at $353.47, up 0.85% with strong bullish momentum. The stock shows robust fundamentals with revenue growth from $350.0B in 2024 to $402.8B in 2025 and net income surging to $132.2B. Technical indicators signal bullish momentum with the current price above key support levels. Recent earnings beats and strong analyst consensus support continued upside potential.
Outlook remains positive with 87% analyst buy ratings and $431.83 price target representing 22% upside. Key risks include antitrust scrutiny and AI competition, but Alphabet's diversified revenue streams and strong cash flow position the company for sustained growth. The combination of technical strength and fundamental excellence suggests favorable risk-reward for investors.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Alphabet, the parent company of Google, earns nearly 90% of its revenue from Google services, mainly through advertising. Other revenue comes from subscriptions (YouTube TV, YouTube Music), platform sales (Play Store purchases), and devices (Pixel, Chromebooks, Chromecast). Google Cloud contributes around 10%, while investments in self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.
Read more on GOOGL →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 →