Taiwan Semiconductor Mfg. Co. Ltd. vs Texas Instruments Incorporated — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.18 (market cap $2.07T), while Texas Instruments Incorporated trades at $283.91 (market cap $263.20B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 7.9× Texas Instruments Incorporated's market cap, and Texas Instruments Incorporated pays the higher dividend (2.11%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Texas Instruments Incorporated for 76 Days on average.
| TSM | TXN | |
|---|---|---|
Market Cap | $2.07T | $263.20B |
Volume | 13,244,224 | 5,850,256 |
Sector | Technology | Technology |
52-Week High | $485.80 | $332.35 |
52-Week Low | $275.06 | $153.33 |
Typical Hold Time | 110 Days | 76 Days |
Enterprise Value | $1.99T | $270.25B |
Dividend Yield | 0.89% | 2.11% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
Texas Instruments (TXN) trades at $288.94, down 2.82% on the day, amid a broader semiconductor sell-off. The stock maintains a bullish technical outlook with strong moving average signals and key support at $286. Fundamentally, revenue and earnings are recovering, with Q2 2026 EPS beating expectations at $2.14 versus $1.91, driven by data center sales growth and margin expansion. The company's net income margin stands at 31.11%, with robust cash flow from operations of $7.15 billion in 2025.
The outlook for TXN is positive, supported by accelerating data center demand, AI infrastructure investments, and a consensus price target of $325 implying 12% upside. Risks include premium valuation with a P/E of 43.8 and rising debt-to-asset ratio of 40.61% in 2025. Analyst sentiment is bullish with 47.69% buy ratings, though competitive pressures and cyclical semiconductor demand pose headwinds.
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →