Taiwan Semiconductor Mfg. Co. Ltd. vs Zoom Video Communications, Inc. — how do they compare? Taiwan Semiconductor Mfg. Co. Ltd. trades at $433.4 (market cap $2.03T), while Zoom Video Communications, Inc. trades at $96.65 (market cap $28.14B). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 72.1× Zoom Video Communications, Inc.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.93% dividend while Zoom Video Communications, Inc. pays none. Which is the better fit depends on your goals.
| TSM | ZM | |
|---|---|---|
Market Cap | $2.03T | $28.14B |
Sector | Technology | Technology |
52-Week High | $477.57 | $111.88 |
52-Week Low | $258.91 | $72.72 |
Enterprise Value | $1.95T | $20.95B |
Dividend Yield | 0.93% | — |
Signals from Pluang's Aura AI — not financial advice
TSM trades at $439.00, up 2.35% with strong bullish momentum. The stock shows robust fundamentals with 44.56% net margin and consistent earnings beats. Technical indicators signal bullish momentum with price near pivot point support. Recent news highlights TSMC's dominant 73% foundry market share and AI-driven growth prospects, with analyst consensus strongly bullish.
Outlook remains positive with 72% analyst buy ratings and $541.29 price target representing 23% upside. Key risks include geopolitical tensions and capital-intensive expansion, but strong cash flow generation and AI semiconductor demand support continued growth momentum.
Zoom (ZM) trades at $96.44, down 4.83% on the day, amid a bearish technical signal and soft Q3 profit guidance that overshadowed a Q2 earnings beat. The stock shows strong fundamentals with a P/E of 8.95, net income margin of 65.19%, and positive cash flow trends, but faces near-term pressure from investor concerns over growth outlook. Recent board appointments and enterprise revenue strength provide some optimism.
The outlook is mixed; solid profitability and low valuation offer upside potential toward the $119.63 consensus price target, but risks include competitive pressures and execution on guidance. Analyst sentiment is cautious with 55.1% hold ratings, reflecting uncertainty around future growth catalysts versus current operational resilience.
Trailing returns across standard periods
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 →