ArcelorMittal SA vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? ArcelorMittal SA trades at $77.08 (market cap $58.51B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $436.43 (market cap $2.03T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 34.7× ArcelorMittal SA's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.93%). Which is the better fit depends on your goals.
| MT | TSM | |
|---|---|---|
Market Cap | $58.51B | $2.03T |
Sector | Basic Materials | Technology |
52-Week High | $78.74 | $477.57 |
52-Week Low | $34.39 | $258.91 |
Enterprise Value | $68.08B | $1.95T |
Dividend Yield | 0.78% | 0.93% |
Signals from Pluang's Aura AI — not financial advice
ArcelorMittal (MT) trades at $77.15, down 2.02% on the day, with a bullish technical signal from moving averages and a neutral RSI. The company reported mixed Q2 2026 earnings, missing EPS estimates but showing year-over-year sales growth. Recent news highlights expansion in steel capacity and strategic partnerships, while facing headwinds from weak Chinese demand and geopolitical risks in Ukraine. Cash flow trends show a narrowing net outflow, improving from 2023 levels.
The outlook is cautiously optimistic, supported by analyst consensus and European demand improvements, but risks from industry cyclicality and input cost pressures remain. Investment appeal hinges on execution of growth initiatives and macroeconomic stability in key markets.
TSM trades at $439.00, up 2.35% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock is near its pivot point of $439, with support at $434 and resistance at $444. Revenue grew to $3.81T in 2025, with a net income margin of 44.56%, while analysts project a consensus price target of $541.29. Recent news highlights TSMC's leadership in AI-driven semiconductor demand and advancements in chipmaking technology.
The outlook for TSM remains positive, driven by robust AI demand and operational execution, though risks include geopolitical tensions and high capital expenditures. With 72% of analysts rating it a Buy and no Sell ratings, the stock offers growth potential, but investors should monitor competitive pressures and global semiconductor cycle volatility.
Trailing returns across standard periods
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 →