Compare Silicon Motion Technology Corporation American Depositary Shares (SIMO) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Silicon Motion Technology Corporation American Depositary Shares vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Silicon Motion Technology Corporation American Depositary Shares trades at $221 (market cap $8.36B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $422.9 (market cap $2.02T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 241.6× Silicon Motion Technology Corporation American Depositary Shares's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.91%). Which is the better fit depends on your goals — on Pluang, investors hold Silicon Motion Technology Corporation American Depositary Shares for 0 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 111 Days on average.
| SIMO | TSM | |
|---|---|---|
Market Cap | $8.36B | $2.02T |
Volume | 663,682 | 8,566,236 |
Sector | Technology | Technology |
52-Week High | $336.90 | $485.80 |
52-Week Low | $80.16 | $275.06 |
Typical Hold Time | 0 Days | 111 Days |
Enterprise Value | $8.35B | $1.94T |
Dividend Yield | 0.81% | 0.91% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Silicon Motion (SIMO) trades at $246.63, down 0.13% on the day, with technical indicators showing neutral signals. The company demonstrates strong fundamentals with Q2 2026 EPS beating expectations at $2.43 versus $2.13, and revenue growth projected to reach $1.3B in 2026. Analyst sentiment remains overwhelmingly positive with 81% buy ratings and a consensus price target of $356.25, representing 44% upside potential from current levels.
The outlook for SIMO appears favorable given accelerating enterprise storage demand and AI infrastructure expansion. Key risks include semiconductor cycle volatility and competitive pressures in NAND controllers. With robust profitability metrics including 31.6% ROE and expanding margins, the stock offers growth exposure to the AI storage market, though investors should monitor execution on Q3 2026 earnings expectations of $3.3 EPS.
TSM trades at $430.00, down 3.23% on the day, with a bearish technical signal despite strong fundamentals. The company shows robust financial performance with 2025 revenue of $3.81T and net income of $1.70T, achieving 49.92% net margin. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Analyst consensus remains strongly bullish with 72% buy ratings and a $578.43 price target, representing 34% upside potential from current levels.
TSM presents a compelling investment case driven by AI chip demand and technological leadership, though geopolitical risks and valuation concerns warrant caution. The stock's current bearish technical positioning contrasts with strong fundamentals and positive analyst sentiment, creating potential entry opportunities for long-term investors. Key risks include Taiwan-China tensions and competitive pressures in semiconductor manufacturing.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Silicon Motion Technology Corporation American Depositary Shares
Silicon Motion Technology Corporation designs and develops NAND flash controllers for solid-state storage, with flagship SSD, eMMC, and UFS controller products, including its Ferri-branded automotive and industrial storage solutions, used by OEMs and NAND flash makers worldwide.
Read more on SIMO →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 →
