Compare Nvidia Corp (NVDA) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Nvidia Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nvidia Corp trades at $204.06 (market cap $5.01T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $402.63 (market cap $1.89T). The key difference: Nvidia Corp is far larger — about 2.7× Taiwan Semiconductor Mfg. Co. Ltd.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.94%). Which is the better fit depends on your goals.
| NVDA | TSM | |
|---|---|---|
Market Cap | $5.01T | $1.89T |
Sector | Technology | Technology |
52-Week High | $235.75 | $477.57 |
52-Week Low | $165.17 | $227.33 |
Enterprise Value | $4.94T | $1.81T |
Dividend Yield | 0.48% | 0.94% |
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 $206.99, down 0.84% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $325.86. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $1.87 exceeding the $1.76 estimate. Revenue surged to $130.50 billion in 2025, driving a net income margin of 62.97% and robust cash flow from operations of $64.09 billion. Recent news highlights AI leadership but notes growth challenges due to the law of large numbers.
Outlook remains positive given AI demand and earnings momentum, but risks include peak spending concerns and competition. Wall Street sentiment is strongly bullish with 75% buy ratings. The stock offers significant upside to the price target, though valuation multiples are elevated, requiring sustained execution.
TSM trades at $403.41, down 2.93% on the day, amid a broader semiconductor sell-off. The stock shows strong fundamentals with a 44.56% net income margin in 2025 and consistent earnings beats in recent quarters. Analyst consensus is bullish with a $547.50 price target, though technical indicators signal near-term bearish pressure. Recent news highlights TSM's raised 2026 revenue guidance above 40% due to robust AI demand, but concerns over capital expenditure and valuation persist.
The outlook remains positive long-term given TSM's dominant foundry position and AI-driven growth, but investors face risks from high valuation multiples, geopolitical tensions, and cyclical chip demand. The current pullback may offer a buying opportunity for patient investors, supported by strong cash flow and institutional confidence.
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 →
