Compare Nvidia Corp (NVDA) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Nvidia Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nvidia Corp trades at $193.9 (market cap $4.77T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $429.8 (market cap $1.98T). The key difference: Nvidia Corp is far larger — about 2.4× Taiwan Semiconductor Mfg. Co. Ltd.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.88%). Which is the better fit depends on your goals.
| NVDA | TSM | |
|---|---|---|
Market Cap | $4.77T | $1.98T |
Sector | Technology | Technology |
52-Week High | $235.75 | $477.57 |
52-Week Low | $160.00 | $227.33 |
Enterprise Value | $4.70T | $1.90T |
Dividend Yield | 0.51% | 0.88% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
NVIDIA (NVDA) trades at $195.55, up 0.37% on the day, with a bearish technical signal from moving averages. The company reported exceptional fundamental strength, with Q1 2026 EPS of $1.87 beating the $1.76 estimate, revenue soaring to $130.50 billion in 2025, and net income margins at 62.97%. Analyst consensus remains strongly bullish with a $324.95 price target, though recent news highlights concerns over growth sustainability amid a stock de-rating phase.
The outlook for NVDA is positive given its AI leadership and robust financials, but risks include peak AI spending fears and increased competition. The stock offers significant upside to the consensus target, yet investor expectations must be tempered by valuation metrics like a P/E of 29.95 and the law of large numbers limiting future growth rates.
TSM trades at $432.57, down 0.37% on the day, with a bullish technical signal from moving averages and strong fundamental performance. The company reported Q1 2026 EPS of $3.49, beating expectations, and maintains robust profitability with a 46.5% net income margin. Revenue growth accelerated to $3.81 trillion in 2025, up from $2.89 trillion in 2024, driven by AI chip demand. Analyst consensus is strongly bullish with a $493.75 price target, and the stock is near its 52-week high.
Outlook remains positive given TSM's critical role in AI semiconductor manufacturing and consistent earnings beats, but risks include geopolitical tensions in Taiwan, valuation premiums, and competitive pressures from hyperscalers developing in-house chips. The stock's premium P/E of 39.27 requires sustained high growth to justify further upside.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Nvidia Corp
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →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 →
