Taiwan Semiconductor Mfg. Co. Ltd. vs Wolfspeed Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $465.3 (market cap $2.11T), while Wolfspeed Inc trades at $31.7 (market cap $1.66B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 1271.1× Wolfspeed Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.86% dividend while Wolfspeed 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 Wolfspeed Inc for 19 Days on average.
| TSM | WOLF | |
|---|---|---|
Market Cap | $2.11T | $1.66B |
Volume | 7,260,136 | 5,963,473 |
Sector | Technology | Technology |
52-Week High | $485.80 | $73.68 |
52-Week Low | $275.06 | $14.80 |
Typical Hold Time | 110 Days | 19 Days |
Enterprise Value | $2.03T | $2.37B |
Dividend Yield | 0.86% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $457.99, down 5.04% over 24 hours, yet maintains a bullish technical outlook with strong fundamentals. The company reported robust earnings beats in recent quarters, with Q3 2026 EPS expected at $4.42. Revenue and net income have shown consistent growth, reaching $3.81T and $1.70T in 2025, respectively, supported by a dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM remains positive, driven by strong analyst consensus with a $578.43 price target and 72% buy ratings. Key opportunities include expanding AI chip demand and technological leadership, while risks involve geopolitical tensions and high valuation multiples. Cash flow generation remains healthy, supporting dividend payments and future investments.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →