SiTime Corporation vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? SiTime Corporation trades at $604.91 (market cap $19.42B), 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 106.6× SiTime Corporation's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while SiTime Corporation pays none. Which is the better fit depends on your goals — on Pluang, investors hold SiTime Corporation for 18 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| SITM | TSM | |
|---|---|---|
Market Cap | $19.42B | $2.07T |
Volume | 360,307 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $901.60 | $485.80 |
52-Week Low | $252.76 | $275.06 |
Typical Hold Time | 18 Days | 110 Days |
Enterprise Value | $18.82B | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
SITM is trading at $665.16, down 6.46% over the past 24 hours, with a bullish technical signal supported by moving averages. The company shows strong revenue growth momentum with Q2 2026 revenue surging 126.5% year-over-year to $157.43 million, marking its first GAAP profit. Analyst consensus remains strongly positive with 9 buy ratings and a $751.43 price target representing 13% upside potential. Recent institutional activity includes California State Teachers Retirement System increasing its stake by 73,098.9% during the latest quarter.
The outlook remains positive driven by AI infrastructure demand and the Renesas acquisition, though valuation metrics appear elevated with P/E at 1,076 and P/S at 36.9. Key risks include execution challenges in scaling operations and potential market volatility. The stock's current position near recent highs suggests cautious optimism is warranted despite strong growth fundamentals.
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.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →