Compare Illumina, Inc. (ILMN) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Illumina, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Illumina, Inc. trades at $265.01 (market cap $39.95B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.89 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 51.8× Illumina, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Illumina, Inc. for 83 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| ILMN | TSM | |
|---|---|---|
Market Cap | $39.95B | $2.07T |
Volume | 3,169,503 | 13,244,224 |
Sector | Health | Technology |
52-Week High | $293.69 | $485.80 |
52-Week Low | $91.00 | $275.06 |
Typical Hold Time | 83 Days | 110 Days |
Enterprise Value | $41.31B | $1.99T |
Dividend Yield | — | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Illumina (ILMN) trades at $267.76, down 2.11% on the day but remains near its 52-week high. The stock exhibits a bullish technical trend with strong moving average signals, while recent earnings beats and a significant return to profitability in 2025 highlight fundamental improvement. Positive sentiment is fueled by S&P 500 inclusion and analyst upgrades, though high valuation ratios present a risk.
The outlook is cautiously optimistic, driven by sequencing growth and AI initiatives, but investors face risks from elevated valuations, competitive pressures, and potential margin volatility. The consensus price target of $241 suggests near-term downside from current levels despite a majority of analysts maintaining a Buy rating.
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.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Illumina, Inc.
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
