AT&T Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? AT&T Inc. trades at $23.14 (market cap $170.42B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.26 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 12.1× AT&T Inc.'s market cap, and AT&T Inc. pays the higher dividend (4.46%). Which is the better fit depends on your goals — on Pluang, investors hold AT&T Inc. for 118 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| T | TSM | |
|---|---|---|
Market Cap | $170.42B | $2.07T |
Volume | 50,780,036 | 13,244,224 |
Sector | Media | Technology |
52-Week High | $29.10 | $485.80 |
52-Week Low | $20.49 | $275.06 |
Typical Hold Time | 118 Days | 110 Days |
Enterprise Value | $315.74B | $1.99T |
Dividend Yield | 4.46% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
AT&T (T) trades at $24.475, up 0.2% on the day, with a bearish technical signal but strong fundamentals including a low P/E of 8.08 and robust profitability. Recent earnings have consistently beaten estimates, and the company maintains a solid dividend. Cash flow improved significantly in 2025 to $15.12B net, while debt levels remain manageable. News highlights a $3B fiber deal with Corning and joint ventures to expand coverage.
The stock appears undervalued with a consensus price target of $27.61, offering a 13% upside. Key opportunities include fiber expansion and wireless growth, but risks involve intense competition, high debt, and potential dividend sustainability concerns. Analyst sentiment is mixed with 44% buy ratings, suggesting cautious optimism for long-term income investors.
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.
Read more on T →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 →