Kingsoft Cloud Holdings Limited vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Kingsoft Cloud Holdings Limited trades at $11.77 (market cap $3.53B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $427.77 (market cap $1.93T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 546.7× Kingsoft Cloud Holdings Limited's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.9% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| KC | TSM | |
|---|---|---|
Market Cap | $3.53B | $1.93T |
Sector | Technology | Technology |
52-Week High | $18.21 | $477.57 |
52-Week Low | $8.58 | $227.33 |
Enterprise Value | $3.84B | $1.85T |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →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 →