Compare Seagate Technology Holdings PLC (STX) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Seagate Technology Holdings PLC vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Seagate Technology Holdings PLC trades at $776.5 (market cap $176.19B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $461.18 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 11.7× Seagate Technology Holdings PLC's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Seagate Technology Holdings PLC for 41 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| STX | TSM | |
|---|---|---|
Market Cap | $176.19B | $2.07T |
Volume | 5,061,875 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $1.09K | $485.80 |
52-Week Low | $211.63 | $275.06 |
Typical Hold Time | 41 Days | 110 Days |
Enterprise Value | $178.34B | $1.99T |
Dividend Yield | 0.38% | 0.89% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Seagate Technology (STX) trades at $807.34, up 0.21% with recent volatility driven by AI storage competition concerns. The stock shows strong profitability with 26.11% net margin and 371.53% ROE, though valuation ratios appear elevated (P/E 55.74, P/B 81.31). Recent earnings consistently beat expectations, with Q2 2026 EPS of $5.71 surpassing the $5.10 estimate. Technical indicators show bearish momentum with support at $794 and resistance at $816.
Outlook remains cautiously optimistic given strong AI-driven storage demand and analyst consensus price target of $1,130. Key risks include increased competition from Toshiba's planned production expansion and potential margin compression. The company's negative shareholder equity and high debt levels warrant monitoring, though projected 2026 revenue growth to $12.2B with $3.2B net income suggests continued operational strength.
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.
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 Seagate Technology Holdings PLC
Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →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 →
