Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Western Digital Corp (WDC) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Western Digital Corp — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $464.89 (market cap $2.07T), while Western Digital Corp trades at $397.2 (market cap $147.23B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 14.1× Western Digital Corp's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.89%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Western Digital Corp for 37 Days on average.
| TSM | WDC | |
|---|---|---|
Market Cap | $2.07T | $147.23B |
Volume | 13,244,224 | 9,341,468 |
Sector | Technology | Technology |
52-Week High | $485.80 | $746.23 |
52-Week Low | $275.06 | $113.13 |
Typical Hold Time | 110 Days | 37 Days |
Enterprise Value | $1.99T | $146.70B |
Dividend Yield | 0.89% | 0.15% |
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 $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.
Western Digital (WDC) trades at $405.21, down 1.42% amid recent sector volatility. The stock shows strong fundamentals with a P/E of 14.61 and impressive profitability metrics including 71.97% net income margin and 131.02% ROE. Recent earnings have consistently beaten expectations, with Q2 2026 EPS of $3.56 surpassing the $3.31 estimate. Technical indicators show bearish momentum with the price near key support at $400, while RSI at 29.60 suggests potential oversold conditions.
Despite near-term competitive pressures from Toshiba's production expansion, WDC maintains strong analyst support with 72% buy ratings and a $647.58 consensus target. The company's dominant 40%+ market share in HDDs and AI-driven storage demand provide long-term growth catalysts, though investors should monitor pricing pressure risks in the evolving AI storage landscape.
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 Western Digital Corp
Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →
