Rivian Automotive, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Rivian Automotive, Inc. trades at $14.19 (market cap $20.75B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.72 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 99.8× Rivian Automotive, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Rivian Automotive, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Rivian Automotive, Inc. for 61 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| RIVN | TSM | |
|---|---|---|
Market Cap | $20.75B | $2.07T |
Volume | 26,144,654 | 13,244,224 |
Sector | Consumer Cyclical | Technology |
52-Week High | $22.45 | $485.80 |
52-Week Low | $12.50 | $275.06 |
Typical Hold Time | 61 Days | 110 Days |
Enterprise Value | $20.79B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Rivian Automotive (RIVN) trades at $14.34, down 1.17% amid bearish technical signals despite strong Q3 2026 delivery growth of 46% to 19,248 vehicles. The company maintains negative profitability with a -54.95% net income margin but shows improving cash flow trends with operating losses narrowing from -$5.1B in 2022 to -$779M in 2025. Recent news highlights R2 SUV production ramp and autonomy technology development, though the stock faces pressure from unchanged 2026 guidance and a recent R2 battery pack recall.
Rivian presents a high-risk growth opportunity with significant cash burn but improving operational efficiency. The path to profitability depends on successful R2 scaling and future autonomy revenue, while near-term risks include execution challenges and competitive EV market pressures. Analyst consensus remains cautiously optimistic with a $16.89 price target representing 18% upside potential.
TSM trades at $472.20, down 2.09% today, but maintains strong technical momentum with bullish moving averages and support at $470. The company demonstrates exceptional fundamentals with 44.6% net margins and consistent earnings beats, including Q2 2026 EPS of $4.22 beating estimates by 10.8%. Revenue growth accelerated to $3.81T in 2025, up 31.6% year-over-year, driven by AI chip demand and technological leadership.
Outlook remains positive with 72% analyst buy ratings and $578.43 consensus target implying 22.5% upside. Key risks include geopolitical tensions in Taiwan and cyclical semiconductor demand. The stock presents a compelling growth opportunity given its dominant foundry position and expanding AI infrastructure investments.
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Rivian Automotive, Inc. is an automotive technology company. The Company designs and manufactures vans, trucks, and sports utility vehicles, as well as offers repair and maintenance services. Rivian Automotive serves customers in North America and the United Kingdom.
Read more on RIVN →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 →