Taiwan Semiconductor Mfg. Co. Ltd. vs United Microelectronics Corp — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.31 (market cap $2.07T), while United Microelectronics Corp trades at $22.96 (market cap $58.02B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 35.7× United Microelectronics Corp's market cap, and United Microelectronics Corp pays the higher dividend (1.76%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and United Microelectronics Corp for 42 Days on average.
| TSM | UMC | |
|---|---|---|
Market Cap | $2.07T | $58.02B |
Volume | 13,244,224 | 11,897,809 |
Sector | Technology | Technology |
52-Week High | $485.80 | $28.02 |
52-Week Low | $275.06 | $7.02 |
Typical Hold Time | 110 Days | 42 Days |
Enterprise Value | $1.99T | $55.10B |
Dividend Yield | 0.89% | 1.76% |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 3.01% on the day, amid a bullish technical setup with strong support at $450. The company demonstrates robust fundamentals, with 2025 revenue of $3.81T and net income of $1.70T, yielding a net margin of 44.56%. Recent quarterly EPS beats and a consensus analyst price target of $578.43 highlight positive momentum, supported by strong cash flow generation and a dominant position in semiconductor manufacturing.
The outlook for TSM remains favorable, driven by AI demand and technological leadership, though geopolitical risks and high valuation multiples present challenges. Earnings growth and execution on advanced node production are key catalysts for further upside, while competition and macroeconomic pressures are primary risks for investors to weigh.
UMC trades at $22.82, down 2.1% today but maintains strong fundamental momentum with three consecutive quarterly earnings beats. The stock shows bullish technical signals despite mixed moving averages, while fundamentals reveal robust profitability with 32.75% net income margin and improving cash flow trends. Recent news highlights analyst upgrades and strong AI-driven growth prospects.
Outlook remains positive with projected revenue growth to $250.7B in 2026 and intrinsic value estimates around $29 suggesting upside potential. Key risks include semiconductor cycle volatility and competitive pressures from larger foundries. Analyst consensus leans Hold but recent Strong Buy upgrades indicate growing optimism.
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 →Founded in 1980, United Microelectronics is the world's third-largest dedicated chip foundry, with 7% market share in 2021, according to Gartner, after TSMC and GlobalFoundries. UMC's headquarters are in Hsinchu, Taiwan, and it operates 12 fabs in Taiwan, Mainland China, Japan and Singapore, with additional sales offices in Europe, the U.S. and South Korea. UMC features a diverse customer base including Texas Instruments, MediaTek, Qualcomm, Broadcom, Xilinx and Realtek, supplying a wide range of products applied in communications, display, memory, automotive and more. UMC employs about 20,000 people.
Read more on UMC →