Nvidia Corp vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Nvidia Corp trades at $224.13 (market cap $5.45T), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $433.9 (market cap $2.03T). The key difference: Nvidia Corp is far larger — about 2.7× Taiwan Semiconductor Mfg. Co. Ltd.'s market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays the higher dividend (0.93%). Which is the better fit depends on your goals.
| NVDA | TSM | |
|---|---|---|
Market Cap | $5.45T | $2.03T |
Sector | Technology | Technology |
52-Week High | $235.75 | $477.57 |
52-Week Low | $165.17 | $250.92 |
Enterprise Value | $5.43T | $1.95T |
Dividend Yield | 0.44% | 0.93% |
Signals from Pluang's Aura AI — not financial advice
NVIDIA (NVDA) trades at $224.09, down 2.72% today, with strong technical support at $222 and resistance at $228. The company demonstrates exceptional fundamental strength with 55.84% net profit margins and 117.21% ROE. Recent earnings consistently beat expectations, and analysts maintain a bullish 75% buy rating with a $344.10 consensus price target representing 54% upside potential.
NVDA presents compelling growth prospects driven by AI leadership and accelerating revenue, though risks include market saturation concerns and competitive pressures. The stock's current valuation at 28.54 P/E appears reasonable given projected 63.66% profit margins for 2026. Institutional sentiment remains positive despite recent profit-taking activity.
TSM trades at $439.00, up 2.35% with strong technical and fundamental momentum. The stock shows bullish moving averages and has consistently beaten earnings expectations in recent quarters. Revenue grew to $3.81T in 2025 with a robust 49.92% net income margin, while analyst consensus remains strongly bullish with a $541.29 price target. Recent news highlights TSMC's leadership in advanced semiconductor manufacturing and AI-driven demand.
Outlook remains positive given TSMC's dominant market position and AI growth catalysts, but risks include geopolitical tensions and high valuation multiples. The stock offers significant upside to analyst targets but requires monitoring of execution risks and competitive pressures in the semiconductor sector.
Trailing returns across standard periods
Latest headlines on both assets
NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →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 →