Taiwan Semiconductor Mfg. Co. Ltd. vs Sprott Uranium Miners ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $465 (market cap $2.07T), while Sprott Uranium Miners ETF trades at $46.45 (market cap $1.87B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1107× Sprott Uranium Miners ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Sprott Uranium Miners ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Sprott Uranium Miners ETF for 60 Days on average.
| TSM | URNM | |
|---|---|---|
Market Cap | $2.07T | $1.87B |
Volume | 13,244,224 | 1,586,926 |
Sector | Technology | Commodities - Metals/Agriculture |
52-Week High | $485.80 | $83.99 |
52-Week Low | $275.06 | $46.09 |
Typical Hold Time | 110 Days | 60 Days |
Enterprise Value | $1.99T | — |
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.
URNM (Sprott Uranium Miners ETF) trades at $47.87, down 4.83% today amid bearish technical signals. The ETF faces selling pressure with 13 bearish moving average indicators, though oscillators remain neutral. Recent news highlights uranium's long-term growth potential driven by AI energy demand and government nuclear investments, with spot uranium prices rising 21.25% over the past year according to Sprott Asset Management (September 2026).
The uranium sector shows strong fundamental tailwinds from nuclear energy expansion and AI power needs, but URNM's technical weakness suggests near-term volatility. Investment opportunity exists in uranium supply deficits and contracting growth, while risks include ETF concentration and commodity price sensitivity.
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 →URNM is a pure-play ETF that invests in the global uranium industry. It provides exposure to companies involved in the mining, exploration, and production of uranium, as well as physical uranium holdings, with top assets like Cameco, Uranium Energy Corp, and the Sprott Physical Uranium Trust.
Read more on URNM →