Hewlett Packard Enterprise Co vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Hewlett Packard Enterprise Co trades at $72.88 (market cap $94.25B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $450.88 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 22× Hewlett Packard Enterprise Co'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 Hewlett Packard Enterprise Co for 33 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| HPE | TSM | |
|---|---|---|
Market Cap | $94.25B | $2.07T |
Volume | 16,060,854 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $72.12 | $485.80 |
52-Week Low | $20.01 | $275.06 |
Typical Hold Time | 33 Days | 110 Days |
Enterprise Value | $108.28B | $1.99T |
Dividend Yield | 0.8% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
HPE trades at $71.75, near its all-time high, with strong momentum driven by AI infrastructure demand. The stock has gained over 160% year-over-year and recently received a bullish upgrade from Daiwa. Recent earnings beats and a $1.2 billion AI server order from Vultr highlight operational strength. Technical indicators show bullish moving averages but overbought RSI levels, while fundamentals reveal robust revenue growth projections to $41.9 billion in 2026.
Outlook remains positive with AI-driven growth catalysts, though valuation multiples appear elevated. Key risks include execution on Juniper integration and competitive pressures. Analyst consensus leans neutral with a $70.35 price target, suggesting limited near-term upside from current levels despite strong business momentum.
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
Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →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 →