Taiwan Semiconductor Mfg. Co. Ltd. vs VNET Group Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.51 (market cap $2.11T), while VNET Group Inc trades at $5.26 (market cap $1.53B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1379.1× VNET Group Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.86% dividend while VNET Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and VNET Group Inc for 16 Days on average.
| TSM | VNET | |
|---|---|---|
Market Cap | $2.11T | $1.53B |
Volume | 7,260,136 | 3,847,582 |
Sector | Technology | Technology |
52-Week High | $485.80 | $14.03 |
52-Week Low | $275.06 | $5.13 |
Typical Hold Time | 110 Days | 16 Days |
Enterprise Value | $2.03T | $5.10B |
Dividend Yield | 0.86% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $472.20, down 2.09% today, with a bullish technical signal from moving averages and strong fundamentals including a 49.92% net income margin and consecutive quarterly EPS beats. Revenue grew to $3.81 trillion in 2025, with robust cash flow from operations of $2.27 trillion. The stock is supported by positive analyst sentiment and upcoming dividend payments.
Outlook remains positive driven by AI demand and technological leadership, with a consensus price target of $578.43 implying 22% upside. Risks include geopolitical tensions and high valuation multiples. The company's scale and profitability position it for sustained growth, though investors should monitor execution and macro conditions.
VNET trades at $5.39, near a 52-week low with a bearish technical signal. The company reported a net loss of $256.77 million in 2025, with revenue of $9.95 billion, and negative profit margins. Recent news highlights a strategic investment closing and volatile options activity. Cash flow remains positive due to financing activities, but high leverage and negative earnings pose challenges.
Outlook is mixed: analyst consensus is moderately bullish (62.5% buy ratings), but fundamentals show persistent losses and high debt. Key risks include execution on AI infrastructure demand and balance sheet strain. The stock's appeal hinges on turnaround execution amid competitive and macroeconomic pressures.
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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 →VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →