Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $421.64 (market cap $2.02T), while USA Rare Earth Inc. Class A Common Stock trades at $10.15 (market cap $4.23B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 477.5× USA Rare Earth Inc. Class A Common Stock's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.91% dividend while USA Rare Earth Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 111 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| TSM | USAR | |
|---|---|---|
Market Cap | $2.02T | $4.23B |
Volume | 8,566,236 | 13,677,660 |
Sector | Technology | Basic Materials |
52-Week High | $485.80 | $33.68 |
52-Week Low | $275.06 | $10.32 |
Typical Hold Time | 111 Days | 0 Days |
Enterprise Value | $1.94T | $2.70B |
Dividend Yield | 0.91% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
TSM trades at $430.00, down 3.23% on the day, with a bearish technical signal despite strong fundamentals. The company shows robust financial performance with 2025 revenue of $3.81T and net income of $1.70T, achieving 49.92% net margin. Recent quarterly earnings have consistently beaten expectations, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Analyst consensus remains strongly bullish with 72% buy ratings and a $578.43 price target, representing 34% upside potential from current levels.
TSM presents a compelling investment case driven by AI chip demand and technological leadership, though geopolitical risks and valuation concerns warrant caution. The stock's current bearish technical positioning contrasts with strong fundamentals and positive analyst sentiment, creating potential entry opportunities for long-term investors. Key risks include Taiwan-China tensions and competitive pressures in semiconductor manufacturing.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Taiwan Semiconductor Mfg. Co. Ltd.
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 →About USA Rare Earth Inc. Class A Common Stock
USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →
