Sea Limited vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Sea Limited trades at $95.38 (market cap $56.89B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.3 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 36.4× Sea Limited's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Sea Limited pays none. Which is the better fit depends on your goals — on Pluang, investors hold Sea Limited for 102 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| SE | TSM | |
|---|---|---|
Market Cap | $56.89B | $2.07T |
Volume | 5,359,457 | 13,244,224 |
Sector | Consumer Cyclical | Technology |
52-Week High | $188.00 | $485.80 |
52-Week Low | $78.16 | $275.06 |
Typical Hold Time | 102 Days | 110 Days |
Enterprise Value | $51.92B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $95.40, up 0.78% with bearish technical signals but strong fundamentals. The company shows impressive revenue growth from $12.4B in 2022 to $22.9B in 2025, achieving profitability with net income of $1.58B. Recent earnings beat expectations in Q1 and Q2 2026, while analyst consensus remains strongly bullish with a $153.67 price target representing 61% upside potential.
SE presents a compelling growth story with expanding profitability and positive cash flow generation. Key risks include competitive pressures in e-commerce and gaming markets, while the technical bearish signal and recent insider selling warrant monitoring. The significant gap between current price and analyst targets suggests potential for substantial upside if execution continues.
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →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 →