ArcelorMittal SA vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? ArcelorMittal SA trades at $63.13 (market cap $47.06B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $463.8 (market cap $2.11T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 44.8× ArcelorMittal SA's market cap, and ArcelorMittal SA pays the higher dividend (0.96%). Which is the better fit depends on your goals — on Pluang, investors hold ArcelorMittal SA for 36 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| MT | TSM | |
|---|---|---|
Market Cap | $47.06B | $2.11T |
Volume | 1,545,197 | 7,260,136 |
Sector | Basic Materials | Technology |
52-Week High | $78.74 | $485.80 |
52-Week Low | $36.91 | $275.06 |
Typical Hold Time | 36 Days | 110 Days |
Enterprise Value | $56.63B | $2.03T |
Dividend Yield | 0.96% | 0.86% |
Signals from Pluang's Aura AI — not financial advice
ArcelorMittal (MT) trades at $61.30, down 5.97% amid bearish technical signals and recent Ukraine plant impairment concerns. The stock shows mixed fundamentals with attractive valuation metrics (P/S 0.76, P/B 0.86) but declining revenue trends from $79.8B in 2022 to $61.4B in 2025. Recent Q2 2026 earnings missed expectations, though management expects stronger second-half performance supported by European demand recovery and strategic investments.
While analyst consensus remains bullish with a $74.33 price target (52% buy ratings), significant risks include ongoing Ukraine operations disruption, $1B impairment charge, and China demand weakness. The current price near support levels presents potential entry point for value investors, but requires careful monitoring of European recovery execution and geopolitical stability.
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
ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →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 →