Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs Materials Select Sector SPDR Fund (XLB) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs Materials Select Sector SPDR Fund — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.39 (market cap $2.07T), while Materials Select Sector SPDR Fund trades at $49.54 (market cap $7.73B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 267.8× Materials Select Sector SPDR Fund's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Materials Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Materials Select Sector SPDR Fund for 70 Days on average.
| TSM | XLB | |
|---|---|---|
Market Cap | $2.07T | $7.73B |
Volume | 13,244,224 | 13,681,146 |
Sector | Technology | — |
52-Week High | $485.80 | $53.67 |
52-Week Low | $275.06 | $42.23 |
Typical Hold Time | 110 Days | 70 Days |
Enterprise Value | $1.99T | — |
Dividend Yield | 0.89% | — |
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.
XLB trades at $49.49, up 1.04% with a bearish technical signal from moving averages. The materials ETF shows neutral oscillators but faces selling pressure with ADX indicators signaling strong trends. Recent news highlights sector concentration risks with chemicals comprising 49% of assets, while infrastructure and manufacturing trends provide support. The ETF remains below its 200-day moving average of $50.93, indicating technical weakness.
Outlook remains cautious as materials sector faces cyclical headwinds with limited upside after recent rebound. Investment opportunity exists in AI-resistant businesses and infrastructure exposure, but risks include heavy concentration in chemicals and moderate overvaluation in construction materials. Wall Street sentiment appears mixed with some analysts viewing current levels as fully valued.
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 Materials Select Sector SPDR Fund
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: chemicals; metals and mining; paper and forest products; containers and packaging; and construction materials. The fund is non-diversified.
Read more on XLB →
