Taiwan Semiconductor Mfg. Co. Ltd. vs TeraWulf Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.3 (market cap $2.07T), while TeraWulf Inc trades at $13.81 (market cap $6.81B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 304× TeraWulf Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while TeraWulf 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 TeraWulf Inc for 17 Days on average.
| TSM | WULF | |
|---|---|---|
Market Cap | $2.07T | $6.81B |
Volume | 13,244,224 | 45,841,998 |
Sector | Technology | Financials |
52-Week High | $485.80 | $28.98 |
52-Week Low | $275.06 | $10.99 |
Typical Hold Time | 110 Days | 17 Days |
Enterprise Value | $1.99T | $9.43B |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $450.76, down 4.54% today, yet maintains a bullish technical stance with strong support at $450. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $4.22 surpassing the $3.81 estimate. Revenue growth is accelerating, reaching $3.81T in 2025, while net income margin expanded to 49.92%. Analysts remain overwhelmingly positive with a consensus price target of $578.43, reflecting confidence in TSM's dominant position in semiconductor manufacturing and AI-driven demand.
The outlook for TSM is favorable, supported by strong fundamentals, expanding profitability, and positive analyst sentiment. Key opportunities include its pivotal role in AI infrastructure and technological leadership. Risks involve geopolitical tensions in Taiwan, cyclical semiconductor demand, and high valuation multiples. The stock presents a compelling growth story but requires monitoring of external risk factors.
TeraWulf (WULF) trades at $13.73, down 4.65% today, amid a challenging fundamental backdrop with significant losses and negative margins. The stock shows technical bearish signals with moving averages indicating selling pressure, though oversold RSI levels suggest potential for near-term bounce. Recent news highlights the company's pivot to AI data center operations, with positive analyst coverage despite poor financial performance.
While analyst consensus remains strongly bullish with a $34.92 price target, fundamental weaknesses including negative net income margin of -1,179.94% and high valuation ratios present substantial risks. The company's transition to AI hosting offers growth potential but requires careful monitoring of cash flow sustainability and competitive positioning in the evolving data center market.
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 →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →