LyondellBasell Industries NV vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? LyondellBasell Industries NV trades at $60.34 (market cap $18.89B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465 (market cap $2.11T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 111.7× LyondellBasell Industries NV's market cap, and LyondellBasell Industries NV pays the higher dividend (4.72%). Which is the better fit depends on your goals — on Pluang, investors hold LyondellBasell Industries NV for 87 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| LYB | TSM | |
|---|---|---|
Market Cap | $18.89B | $2.11T |
Volume | 2,621,859 | 7,260,136 |
Sector | Basic Materials | Technology |
52-Week High | $82.38 | $485.80 |
52-Week Low | $42.28 | $275.06 |
Typical Hold Time | 87 Days | 110 Days |
Enterprise Value | $30.48B | $2.03T |
Dividend Yield | 4.72% | 0.86% |
Signals from Pluang's Aura AI — not financial advice
LyondellBasell (LYB) trades at $60.36, up 2.42% today, with a bearish technical signal but mixed fundamental outlook. Revenue declined to $30.15B in 2025, resulting in a net loss of $745M, though recent quarters show earnings beats. The stock is supported by a 45% analyst buy rating and a $69.38 consensus price target, but faces headwinds from cyclical chemical demand and high debt levels.
LYB offers potential upside from operational recovery and dividend yield, but risks include volatile earnings, margin pressure, and industry competition. The stock remains a speculative play on chemical sector stabilization, with investor sentiment divided between near-term challenges and long-term value.
TSM trades at $457.99, down 5.04% over 24 hours, yet maintains a bullish technical outlook with strong fundamentals. The company reported robust earnings beats in recent quarters, with Q3 2026 EPS expected at $4.42. Revenue and net income have shown consistent growth, reaching $3.81T and $1.70T in 2025, respectively, supported by a dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM remains positive, driven by strong analyst consensus with a $578.43 price target and 72% buy ratings. Key opportunities include expanding AI chip demand and technological leadership, while risks involve geopolitical tensions and high valuation multiples. Cash flow generation remains healthy, supporting dividend payments and future investments.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
LyondellBasell Industries NV is a petrochemical producer with operations in the U.S. and Europe. It operates in six segments: Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), Refining and Technology. The company is a major producer of polyethylene, the world's largest producer of polypropylene, and the second- largest producer of propylene oxide. Its chemicals are used in various consumer and industrial end products. Substantially, all of the company's revenue is derived from product sales.
Read more on LYB →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 →