Taiwan Semiconductor Mfg. Co. Ltd. vs Trade Desk Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $463.8 (market cap $2.11T), while Trade Desk Inc trades at $12.35 (market cap $5.72B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 368.9× Trade Desk Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.86% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Trade Desk Inc for 72 Days on average.
| TSM | TTD | |
|---|---|---|
Market Cap | $2.11T | $5.72B |
Volume | 7,260,136 | 14,380,236 |
Sector | Technology | Media |
52-Week High | $485.80 | $54.13 |
52-Week Low | $275.06 | $11.92 |
Typical Hold Time | 110 Days | 72 Days |
Enterprise Value | $2.03T | $4.66B |
Dividend Yield | 0.86% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 5.04% over 24 hours, yet maintains a bullish technical outlook with strong fundamentals. The company reported robust earnings beats in recent quarters, with Q3 2026 EPS expected at $4.42. Revenue and net income have shown consistent growth, reaching $3.81T and $1.70T in 2025, respectively, supported by a dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM remains positive, driven by strong analyst consensus with a $578.43 price target and 72% buy ratings. Key opportunities include expanding AI chip demand and technological leadership, while risks involve geopolitical tensions and high valuation multiples. Cash flow generation remains healthy, supporting dividend payments and future investments.
TTD trades at $12.34, down 3.52% today and 68% year-to-date, reflecting bearish technical signals and recent earnings misses. Revenue grew to $2.90B in 2025 with a 15.3% net margin, but 2026 guidance indicates slowing growth. The stock faces pressure from competition and index removal flows, with analyst consensus at a $14.72 price target amid mixed sentiment.
Outlook remains cautious due to competitive threats and slowing revenue growth, though valuation ratios appear low. Key risks include execution challenges and macroeconomic headwinds, while potential upside hinges on market share retention and cost management improvements.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →