Taiwan Semiconductor Mfg. Co. Ltd. vs Zoom Video Communications, Inc. — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $451.62 (market cap $2.07T), while Zoom Video Communications, Inc. trades at $96.64 (market cap $27.62B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 74.9× Zoom Video Communications, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Zoom Video Communications, 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 Zoom Video Communications, Inc. for 92 Days on average.
| TSM | ZM | |
|---|---|---|
Market Cap | $2.07T | $27.62B |
Volume | 13,244,224 | 3,913,188 |
Sector | Technology | Technology |
52-Week High | $485.80 | $111.88 |
52-Week Low | $275.06 | $72.72 |
Typical Hold Time | 110 Days | 92 Days |
Enterprise Value | $1.99T | $20.43B |
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.
Zoom Communications (ZM) trades at $96.20, up 1.51% today, with a bullish technical signal from moving averages and a consensus analyst price target of $118.08. The company reported strong earnings beats in Q1 and Q2 2026, with net income reaching $1.01 billion in 2025 and a robust net income margin of 65.19%. Recent news highlights AI-driven product launches and board appointments, signaling strategic growth initiatives.
The outlook for ZM is positive, supported by solid profitability and Wall Street's buy ratings, but risks include competitive pressures and reliance on international sales. The stock's current valuation metrics, such as a P/E of 8.79, suggest potential upside if earnings growth continues, though investors should monitor execution risks and market 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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →