SiTime Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? SiTime Corporation trades at $581.52 (market cap $16.63B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $423.54 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 113× SiTime Corporation's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while SiTime Corporation pays none. Which is the better fit depends on your goals.
| SITM | TSM | |
|---|---|---|
Market Cap | $16.63B | $1.88T |
Sector | Technology | Technology |
52-Week High | $901.60 | $477.57 |
52-Week Low | $190.16 | $227.33 |
Enterprise Value | $15.84B | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
SITM trades at $555.15, showing minimal daily movement with a bearish technical signal despite recent earnings beats. The company reported strong revenue growth and completed the acquisition of Renesas' timing business, but faces negative net income margins and high valuation multiples. Analyst consensus remains strongly bullish with a $825 price target, highlighting growth potential from AI infrastructure demand.
The outlook is mixed: robust revenue growth and strategic acquisitions support long-term potential, but profitability challenges and bearish technical indicators present near-term risks. Investors should weigh strong analyst confidence against execution risks and current negative margins.
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Latest headlines on both assets
SiTime Corporation is a leading provider of MEMS-based silicon timing solutions used in various electronic applications. The company’s products, including oscillators, resonators, and clock ICs, are designed to replace traditional quartz-based timing devices, offering superior performance, reliability, and smaller size in harsh environments. SiTime's solutions are adopted across high-growth markets such as 5G, data centers, industrial IoT, and automotive, positioning the company as a key enabler for next-generation electronic systems.
Read more on SITM →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 →