Ishares Msci Thailand Etf vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Ishares Msci Thailand Etf trades at $72.91, while Taiwan Semiconductor Mfg. Co. Ltd. trades at $422.9 (market cap $1.91T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.91% dividend while Ishares Msci Thailand Etf pays none, and Ishares Msci Thailand Etf is trading nearer its 52-week high, Taiwan Semiconductor Mfg. Co. Ltd. nearer its low. Which is the better fit depends on your goals.
| THD | TSM | |
|---|---|---|
Sector | Broad Market / Factor | Technology |
52-Week High | $75.05 | $477.57 |
52-Week Low | $56.41 | $227.33 |
Market Cap | — | $1.91T |
Enterprise Value | — | $1.84T |
Dividend Yield | — | 0.91% |
Signals from Pluang's Aura AI — not financial advice
THD trades at $73.63, up 1.03% for the day, with technical indicators showing a bullish trend from moving averages but neutral oscillators. The stock has shown strong performance, driven by exposure to AI hardware plays like Delta Electronics, contributing to its 38% total returns over the past year, as noted by Seeking Alpha on July 9, 2026. A dividend of $1.71 is scheduled for June 2026, adding income potential.
Outlook remains positive due to AI-driven growth, but risks include vulnerability to semiconductor sector volatility and foreign capital outflows from Asian equities. Investors should weigh the bullish technicals against macroeconomic uncertainties in the region for balanced exposure.
TSM stock trades at $420.04, up 0.44% today, with a bullish technical signal from moving averages and strong fundamentals including 44.56% net income margin in 2025. Recent July 2026 revenue surged 45% year-over-year to $14.5 billion (CNBC, 2026-08-10), reflecting robust AI demand. The company is expanding with a $64 billion investment (Benzinga, 2026-08-10) and a joint $6.3 billion image sensor venture with Sony (Reuters, 2026-08-09).
Outlook remains positive due to AI-driven growth and analyst consensus of $544 price target, but risks include high valuation (P/E 36.86) and geopolitical tensions. Earnings beat expectations in Q2 2026 with EPS of $4.31 versus $3.87 forecast, supporting upside potential.
Trailing returns across standard periods
Latest headlines on both assets
THD is a country-specific ETF that tracks the performance of the Thai equity market. It provides broad exposure to Thailand's economy across sectors like electronics, energy, and financials, with top holdings such as Delta Electronics.
Read more on THD →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 →