Taiwan Semiconductor Mfg. Co. Ltd. vs Twist Bioscience Corp — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $452.09 (market cap $2.07T), while Twist Bioscience Corp trades at $160.16 (market cap $10.08B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 205.4× Twist Bioscience Corp's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Twist Bioscience Corp pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Twist Bioscience Corp for 27 Days on average.
| TSM | TWST | |
|---|---|---|
Market Cap | $2.07T | $10.08B |
Volume | 13,244,224 | 4,229,037 |
Sector | Technology | Health |
52-Week High | $485.80 | $205.00 |
52-Week Low | $275.06 | $25.45 |
Typical Hold Time | 110 Days | 27 Days |
Enterprise Value | $1.99T | $10.01B |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
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.
TWST trades at $155.65, down 6.78% over 24 hours, with a bearish technical signal and negative cash flows. Revenue growth is strong, reaching $377M in 2025, but the company remains unprofitable with a net income margin of -31.66%. Recent news highlights its role in Eli Lilly's AI-driven drug discovery platform, boosting sentiment despite earnings misses.
The outlook is mixed: analyst consensus is bullish with a $145.20 price target, but high valuation multiples and persistent losses pose risks. Investment opportunity hinges on AI partnerships driving future profitability, while execution risks and cash burn require careful monitoring.
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 →Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →