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Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Vale SA (VALE) Price & Performance

Taiwan Semiconductor Mfg. Co. Ltd.Trade

Price performance (Past 24H)

Key statistics

Taiwan Semiconductor Mfg. Co. Ltd. vs Vale SA — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $435.5 (market cap $2.03T), while Vale SA trades at $15.42 (market cap $65.56B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 31× Vale SA's market cap, and Vale SA pays the higher dividend (7.65%). Which is the better fit depends on your goals.

TSMVALE
Market Cap
$2.03T$65.56B
Sector
TechnologyBasic Materials
52-Week High
$477.57$17.82
52-Week Low
$258.91$10.50
Enterprise Value
$1.95T$81.80B
Dividend Yield
0.93%7.65%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Taiwan Semiconductor Mfg. Co. Ltd.

TSM trades at $439.00, up 2.35% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock is near its pivot point of $439, with support at $434 and resistance at $444. Revenue grew to $3.81T in 2025, with a net income margin of 44.56%, while analysts project a consensus price target of $541.29. Recent news highlights TSMC's leadership in AI-driven semiconductor demand and advancements in chipmaking technology.

The outlook for TSM remains positive, driven by robust AI demand and operational execution, though risks include geopolitical tensions and high capital expenditures. With 72% of analysts rating it a Buy and no Sell ratings, the stock offers growth potential, but investors should monitor competitive pressures and global semiconductor cycle volatility.

Vale SA

VALE trades at $15.56, up 1.9% on the day, with a bullish technical signal from moving averages and a consensus price target of $16.79. Recent earnings missed estimates for Q4 2025 and Q1-Q2 2026, with net income margin declining to 5.11% in 2025. The company maintains strong operating cash flow of $8.80B and announced a $0.40 dividend for H2 2026. Iron ore demand remains stable per the CFO, while base metals growth offsets cost pressures.

VALE presents a mixed outlook: bullish technicals and analyst support contrast with earnings misses and margin compression. The stock offers value near consensus targets with dividend income, but faces risks from rising costs, volatile commodity prices, and legal liabilities from past dam incidents. Upside depends on execution in copper growth and cost control.

Returns comparison

Trailing returns across standard periods

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 Vale SA

Vale is the world's largest iron ore miner and one of the largest diversified miners, along with BHP and Rio Tinto. Earnings are dominated by the bulk materials division, primarily iron ore and iron ore pellets, with minor contributions from iron ore proxies, including manganese and coal. The base metals division is much smaller, primarily consisting of nickel mines and smelters with a small contribution from copper.

Read more on VALE