Taiwan Semiconductor Mfg. Co. Ltd. vs Yum China Holdings Inc — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.35 (market cap $2.07T), while Yum China Holdings Inc trades at $42.88 (market cap $14.11B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 146.7× Yum China Holdings Inc's market cap, and Yum China Holdings Inc pays the higher dividend (2.78%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days and Yum China Holdings Inc for 77 Days on average.
| TSM | YUMC | |
|---|---|---|
Market Cap | $2.07T | $14.11B |
Volume | 13,244,224 | 2,350,650 |
Sector | Technology | Consumer Cyclical |
52-Week High | $485.80 | $57.95 |
52-Week Low | $275.06 | $39.98 |
Typical Hold Time | 110 Days | 77 Days |
Enterprise Value | $1.99T | $15.02B |
Dividend Yield | 0.89% | 2.78% |
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.
YUMC trades at $42.99, up 5.76% today, with a bearish technical signal but strong fundamentals. Recent earnings beats and a 73.68% analyst buy consensus highlight positive momentum. The company completed the Pizza Hut China brand acquisition and expanded its Burger Bar concept, signaling growth initiatives. Cash flow from operations remains robust at $1.47B for 2025, though net cash flow is negative due to financing activities.
The outlook is mixed: solid earnings growth and expansion potential support upside, but technical weakness and competitive pressures pose risks. Investors should weigh the attractive valuation (P/E 15.3) against near-term price volatility and market sentiment headwinds.
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 →With almost 10,600 units and USD 9.5 billion in systemwide sales in 2020, Yum China is the largest restaurant chain in China. It generates revenue through its own restaurants and franchise fees. Key concepts include KFC (7,166 units) and Pizza Hut (2,355), but the company's portfolio also includes other brands such as Little Sheep, East Dawning, Taco Bell, Huang Ji Huang, COFFii & Joy, and Lavazza (collectively representing about 985 units). Yum China is a trademark licensee of Yum Brands, paying 3% of total systemwide sales to the company it separated from in October 2016.
Read more on YUMC →