Microsoft vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Microsoft trades at $396.88 (market cap $2.99T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $425.1 (market cap $1.88T). The key difference: Microsoft is the larger of the two by market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.94%). Which is the better fit depends on your goals.
| MSFT | TSM | |
|---|---|---|
Market Cap | $2.99T | $1.88T |
Volume | 36,654,621 | — |
Sector | Technology | Technology |
52-Week High | $542.07 | $477.57 |
52-Week Low | $352.83 | $227.33 |
Enterprise Value | $2.97T | $1.81T |
Dividend Yield | 0.9% | 0.94% |
Signals from Pluang's Aura AI — not financial advice
Microsoft (MSFT) trades at $397.75, up 1.0% today, with a bullish technical signal from moving averages and strong fundamental performance. Revenue grew to $281.72B in 2025, with net income of $101.83B, and the company has beaten EPS estimates for three consecutive quarters. Analysts maintain an 80.49% buy rating with a consensus price target of $546.70, highlighting AI leadership through Azure and Copilot.
The outlook remains positive given robust earnings growth and AI-driven opportunities, but risks include elevated capital expenditure concerns and competitive pressures. Valuation metrics like a P/E of 23.96 and P/S of 9.43 suggest the stock is fairly priced, supporting a long-term bullish view tempered by near-term volatility.
No Aura AI signal available yet.
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Latest headlines on both assets
Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
Read more on MSFT →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 →