Microsoft vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Microsoft trades at $532.63 (market cap $3.88T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.41 (market cap $2.07T). The key difference: Microsoft is the larger of the two by market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Microsoft for 142 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MSFT | TSM | |
|---|---|---|
Market Cap | $3.88T | $2.07T |
Volume | 19,593,392 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $542.07 | $485.80 |
52-Week Low | $352.83 | $275.06 |
Typical Hold Time | 142 Days | 110 Days |
Enterprise Value | $3.86T | $1.99T |
Dividend Yield | 0.75% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Microsoft trades at $529.76, up 0.09% with strong bullish technical signals and consistent earnings beats. The company maintains robust fundamentals with $281.72B revenue, 40.31% net margin, and positive cash flow. Recent analyst coverage shows 82% buy ratings with a $571.76 consensus target, while technical indicators suggest support at $526 and resistance at $533.
Outlook remains positive with AI leadership driving growth, though elevated P/E of 29.11 and competitive pressures present risks. The stock offers solid dividend income and institutional support, but investors should monitor capital expenditure trends and market rotation away from mega-cap tech stocks.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →