Jabil Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Jabil Inc trades at $314.7 (market cap $32.06B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $417 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 58.6× Jabil Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.94%). Which is the better fit depends on your goals.
| JBL | TSM | |
|---|---|---|
Market Cap | $32.06B | $1.88T |
Sector | Technology | Technology |
52-Week High | $385.50 | $477.57 |
52-Week Low | $192.49 | $227.33 |
Enterprise Value | $34.59B | $1.81T |
Dividend Yield | 0.1% | 0.94% |
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TSM is trading at $401.43, up 0.77% today, amid a bearish technical signal but strong fundamental performance. The company reported robust Q2 2026 earnings, beating estimates with 33.7% revenue growth, and announced a $100 billion expansion in Arizona to capitalize on AI chip demand. Valuation ratios like a P/E of 29.81 and P/S of 14.88 reflect premium pricing, while profitability remains high with a net margin of 49.92%.
The outlook is positive due to sustained AI-driven demand and strategic investments, but risks include sector volatility and execution challenges in expansion. Analyst consensus is strongly bullish with a $547.50 price target, suggesting significant upside potential from current levels.
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Latest headlines on both assets
Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →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 →