Taiwan Semiconductor Mfg. Co. Ltd. vs Workday Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.69 (market cap $2.07T), while Workday Inc trades at $188.36 (market cap $45.26B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 45.7× Workday Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Workday 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 Workday Inc for 38 Days on average.
| TSM | WDAY | |
|---|---|---|
Market Cap | $2.07T | $45.26B |
Volume | 13,244,224 | 2,342,190 |
Sector | Technology | Technology |
52-Week High | $485.80 | $245.67 |
52-Week Low | $275.06 | $112.55 |
Typical Hold Time | 110 Days | 38 Days |
Enterprise Value | $1.99T | $45.63B |
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.
Workday (WDAY) trades at $184.26, down 1.23% on the day, amid a broader tech selloff. The stock shows bearish technical signals with support at $182 and resistance at $187. Fundamentally, WDAY reported strong Q2 2026 EPS of $2.75, beating estimates, with revenue growth projected to reach $10.2B in 2026. Recent news includes strategic layoffs, AI product launches, and expansion in the UAE, highlighting its focus on enterprise AI solutions.
WDAY's outlook is supported by robust AI-driven revenue growth and a 50.6% analyst buy rating, with a consensus price target of $202.92 offering ~10% upside. Risks include integration costs from restructuring, competitive pressures in HR/finance software, and market volatility. The stock remains a compelling growth play if execution on AI monetization continues.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →