Hut 8 Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Hut 8 Corp trades at $91.65 (market cap $10.94B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $430.16 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 176.4× Hut 8 Corp's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Hut 8 Corp pays none. Which is the better fit depends on your goals.
| HUT | TSM | |
|---|---|---|
Market Cap | $10.94B | $1.93T |
Sector | Technology | Technology |
52-Week High | $133.02 | $477.57 |
52-Week Low | $21.37 | $227.33 |
Enterprise Value | $18.38B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
HUT trades at $91.66, up 7.0% today amid a broader neocloud rally following NVIDIA's $500 billion AI pledge. The stock shows a bearish technical trend with support at $87 and resistance at $92. Fundamentally, Q2 2026 revenue grew 81% year-over-year to $74 million, but net losses widened to -$226 million in 2025. The company is transitioning to an AI data center platform, securing $26.6 billion in contracted backlog and $7.5 billion in project financing.
Outlook is polarized: strong analyst buy consensus (94%) targets $165.11, citing AI infrastructure potential, but high execution risks and persistent losses pose threats. Near-term volatility is likely as the market weighs Beacon Point commercialization progress against earnings misses and negative cash flow from operations.
TSM trades at $429.30, up 2.59% with a bullish technical signal, supported by strong earnings beats and robust revenue growth driven by AI demand. The stock is near its 52-week high, with a consensus price target of $545.67 indicating significant upside potential. Recent news highlights record July revenue growth of 44.7% year-over-year and a $1.8 billion joint venture with Sony for image sensors.
Outlook remains positive due to sustained AI-driven demand and expansion plans, but risks include geopolitical tensions and high valuation multiples. The company's solid cash flow and profitability support further growth, though investors should monitor competitive pressures and macroeconomic volatility.
Trailing returns across standard periods
Latest headlines on both assets
Hut 8 is one of North America's largest digital asset miners and infrastructure providers. It operates diversified data centers supporting Bitcoin mining and high-performance computing (HPC) for AI.
Read more on HUT →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 →