PubMatic Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? PubMatic Inc trades at $18.64 (market cap $850.88M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 2432.8× PubMatic Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while PubMatic Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold PubMatic Inc for 40 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| PUBM | TSM | |
|---|---|---|
Market Cap | $850.88M | $2.07T |
Volume | 997,698 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $19.18 | $485.80 |
52-Week Low | $6.28 | $275.06 |
Typical Hold Time | 40 Days | 110 Days |
Enterprise Value | $754.01M | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
PubMatic (PUBM) trades at $18.68, up 0.59% with a bullish technical signal supported by moving averages. The company reported strong Q2 2026 results with revenue growth of 11% year-over-year and an EPS beat, though profitability remains challenged with negative net margins. Recent leadership appointments and AI product developments signal strategic focus on growth. Analyst consensus is bullish with 11 buy ratings and a $19.89 price target, representing 6.5% upside potential.
The stock presents a growth opportunity in digital advertising technology with AI-driven products gaining traction, but faces execution risks amid negative profitability and competitive pressures. Revenue growth acceleration and margin improvement will be critical for sustained upside, while current valuation multiples remain elevated relative to earnings performance.
TSM trades at $457.99, down 3.01% on the day, amid a bullish technical setup with strong support at $450. The company demonstrates robust fundamentals, with 2025 revenue of $3.81T and net income of $1.70T, yielding a net margin of 44.56%. Recent quarterly EPS beats and a consensus analyst price target of $578.43 highlight positive momentum, supported by strong cash flow generation and a dominant position in semiconductor manufacturing.
The outlook for TSM remains favorable, driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples present challenges. Earnings growth and execution on advanced node production are key catalysts for further upside, while competition and macroeconomic pressures are primary risks for investors to weigh.
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PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →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 →