Compare Taiwan Semiconductor Mfg. Co. Ltd. (TSM) vs State Street Technology Select Sector SPDR ETF (XLK) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Taiwan Semiconductor Mfg. Co. Ltd. vs State Street Technology Select Sector SPDR ETF — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.3 (market cap $2.07T), while State Street Technology Select Sector SPDR ETF trades at $198.92 (market cap $132.55B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 15.6× State Street Technology Select Sector SPDR ETF's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while State Street Technology Select Sector SPDR ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and State Street Technology Select Sector SPDR ETF for 50 Days on average.
| TSM | XLK | |
|---|---|---|
Market Cap | $2.07T | $132.55B |
Volume | 13,244,224 | 9,063,135 |
Sector | Technology | Sector/Thematic |
52-Week High | $485.80 | $202.00 |
52-Week Low | $275.06 | $127.49 |
Typical Hold Time | 110 Days | 50 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 $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.
XLK trades at $198.68, down 1.35% on the day, with technical indicators showing a bullish overall signal driven by strong moving average support. The ETF maintains neutral oscillators with RSI readings around 60, suggesting balanced momentum. Recent news highlights ongoing investor focus on AI sector dynamics and concentration concerns within XLK's holdings, particularly its heavy chip exposure that may limit diversification benefits despite quarterly rebalancing.
The outlook for XLK remains tied to technology sector performance and AI investment trends, with potential upside from continued enterprise software strength and semiconductor demand. Key risks include interest rate sensitivity, sector concentration, and competitive ETF alternatives offering better risk-adjusted returns. Investors should weigh XLK's cost efficiency against its mega-cap heavy structure when considering technology exposure.
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 State Street Technology Select Sector SPDR ETF
XLK tracks the Technology Select Sector Index, providing targeted exposure to the largest and most influential technology companies within the S&P 500. It is a highly concentrated, liquid vehicle focused on software, semiconductors, and hardware leaders, serving as the primary benchmark for U.S. large-cap technology performance.
Read more on XLK →
