Super Micro Computer Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Super Micro Computer Inc trades at $30.62 (market cap $15.41B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $424.8 (market cap $1.88T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 122× Super Micro Computer Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.94% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| SMCI | TSM | |
|---|---|---|
Market Cap | $15.41B | $1.88T |
Sector | Technology | Technology |
52-Week High | $60.71 | $477.57 |
52-Week Low | $20.53 | $227.33 |
Enterprise Value | $22.93B | $1.81T |
Dividend Yield | — | 0.94% |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
TSM trades at $424.61, up 6.59% today, with strong fundamentals including 49.92% net income margin and 40.26% ROE. The stock shows bearish technical signals but has beaten earnings estimates for three consecutive quarters. Recent news highlights TSMC's plans to raise chipmaking prices by up to 10% in 2027, positioning the company to capitalize on AI infrastructure demand.
Analysts maintain strong bullish sentiment with a $547.50 consensus price target (72% buy ratings), though technical indicators suggest near-term caution. Key risks include competitive pressures and market volatility, but TSMC's dominant market position and pricing power provide solid long-term growth prospects.
Trailing returns across standard periods
Latest headlines on both assets
Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →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 →