Nvidia Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nvidia Corp trades at $230.36 (market cap $5.56T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $428.91 (market cap $1.97T). The key difference: Nvidia Corp is far larger — about 2.8× Taiwan Semiconductor Mfg. Co. Ltd.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.95%). Which is the better fit depends on your goals.
| NVDA | TSM | |
|---|---|---|
Market Cap | $5.56T | $1.97T |
Sector | Technology | Technology |
52-Week High | $235.75 | $477.57 |
52-Week Low | $165.17 | $243.41 |
Enterprise Value | $5.54T | $1.89T |
Dividend Yield | 0.43% | 0.95% |
Signals from Pluang's Aura AI — not financial advice
NVIDIA (NVDA) trades at $230.36, up 0.86% on the day, with a bullish technical signal from moving averages and strong fundamental performance. The company reported revenue of $130.50 billion in 2025, with net income surging to $72.88 billion, reflecting a net margin of 55.84%. Recent quarterly earnings have consistently beaten expectations, and analyst consensus remains strongly positive with a $344.10 price target.
The outlook for NVDA is positive, driven by leadership in AI chips and robust financial growth, though risks include increased competition and market volatility. The stock's high valuation multiples, such as a P/E of 29.12, require sustained execution to justify further upside potential.
TSM trades at $428.91, up 2.85% today, with a neutral technical signal and strong fundamentals. Recent earnings have consistently beaten estimates, and the company shows robust revenue growth and profitability. Analyst consensus is strongly bullish with a $541.29 price target, supported by AI-driven demand and expansion plans.
Outlook remains positive due to AI infrastructure spending and technological leadership, but risks include margin pressure from global expansion and geopolitical factors. The stock offers growth potential, yet investors should weigh execution risks against the strong financial performance and market position.
Trailing returns across standard periods
Latest headlines on both assets
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 →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 →