Taiwan Semiconductor Mfg. Co. Ltd. vs Ermenegildo Zegna N.V. Ordinary Shares — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $422 (market cap $2.01T), while Ermenegildo Zegna N.V. Ordinary Shares trades at $12.8 (market cap $3.44B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 584.3× Ermenegildo Zegna N.V. Ordinary Shares's market cap, and Ermenegildo Zegna N.V. Ordinary Shares pays the higher dividend (1.07%). Which is the better fit depends on your goals — on Pluang, investors hold Taiwan Semiconductor Mfg. Co. Ltd. for 111 Days and Ermenegildo Zegna N.V. Ordinary Shares for 0 Days on average.
| TSM | ZGN | |
|---|---|---|
Market Cap | $2.01T | $3.44B |
Volume | 14,977,146 | 781,107 |
Sector | Technology | Consumer Cyclical |
52-Week High | $485.80 | $15.25 |
52-Week Low | $275.06 | $8.69 |
Typical Hold Time | 111 Days | 0 Days |
Enterprise Value | $1.93T | $4.40B |
Dividend Yield | 0.94% | 1.07% |
Signals from Pluang's Aura AI — not financial advice
TSMC (TSM) trades at $445.12, up 0.17% on the day, with a bearish technical signal but strong fundamentals. The stock has beaten earnings estimates for the last three quarters, with Q3 2026 results pending. Revenue and net income have shown robust growth, with 2025 revenue at $3.81T and net income at $1.70T. Analyst sentiment is overwhelmingly positive, with a consensus price target of $578.43, representing significant upside. Recent news highlights TSMC's pivotal role in AI chip manufacturing and upcoming dividend payments.
The outlook for TSM is favorable, driven by strong earnings momentum, high profitability margins, and its dominant position in semiconductor manufacturing. Key opportunities include continued AI-driven demand and technological leadership. Risks involve geopolitical tensions, competitive pressures, and market volatility. The stock presents a compelling long-term investment case supported by analyst optimism and solid financial health.
ZGN trades at $12.94, up 2.7% with a neutral technical outlook. The stock shows mixed fundamentals with a high P/E of 38.5 but strong gross margins of 67.58%. Recent earnings beat expectations in three of the last four quarters, though Q2 2026 missed estimates. Analyst consensus is bullish with a $14.12 price target and 66.7% buy ratings. Revenue growth continues with 2025 reaching $1.92B, though net margins compressed to 3.98%.
ZGN presents a growth opportunity with expanding DTC momentum and margin potential, but faces valuation concerns and competitive pressures. The stock's upside depends on sustained earnings growth and successful execution of the retail-first strategy amidst fashion sector volatility.
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 →Ermenegildo Zegna N.V. is a luxury fashion group whose brands include Zegna, Thom Browne, and Tom Ford Fashion. The company operates a vertically integrated supply chain, sourcing wool from its own Australian farm through to finished garment production.
Read more on ZGN →