Compare NetEase Inc (NTES) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
NetEase Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? NetEase Inc trades at $122.45 (market cap $76.09B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.6 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 27.2× NetEase Inc's market cap, and NetEase Inc pays the higher dividend (2.45%). Which is the better fit depends on your goals — on Pluang, investors hold NetEase Inc for 74 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| NTES | TSM | |
|---|---|---|
Market Cap | $76.09B | $2.07T |
Volume | 486,447 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $152.85 | $485.80 |
52-Week Low | $109.26 | $275.06 |
Typical Hold Time | 74 Days | 110 Days |
Enterprise Value | $51.81B | $1.99T |
Dividend Yield | 2.45% | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
NetEase (NTES) trades at $120.61, up 1.29% with neutral technical signals and mixed earnings performance. The company maintains strong fundamentals with $112.63B revenue, 27.88% net margin, and robust cash flow. Recent Q2 2026 earnings missed expectations despite revenue growth, while analyst consensus remains strongly bullish with $168 price target representing 39% upside potential.
NTES presents compelling value with reasonable valuation multiples (P/E 16.06, EV/EBITDA 8.15) and strong profitability metrics. Key risks include earnings volatility and competitive pressures in gaming. The stock offers attractive upside based on analyst targets, supported by the company's solid balance sheet and consistent dividend growth track record.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About NetEase Inc
NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Read more on NTES →About Taiwan Semiconductor Mfg. Co. Ltd.
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 →
