TSM - Comparative Study: Taiwan Semiconductor And Industry Competitors In Semiconductors & Semiconductor Equipment Industry | Benzinga
In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Taiwan Semiconductor (NYSE:TSM) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
Taiwan Semiconductor Background
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with almost 60% market share. 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. TSMC employs more than 73,000 people.
Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
---|---|---|---|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | |||||||
24.63 | |||||||
6.25 | |||||||
9.55 | |||||||
7.43% | |||||||
$431.99 | |||||||
$331.77 | |||||||
-0.0% | |||||||
NVIDIA Corp | |||||||
63.87 | |||||||
44.33 | |||||||
31.19 | |||||||
32.23% | |||||||
$14.56 | |||||||
$16.79 | |||||||
265.28% | |||||||
Broadcom Inc | |||||||
44.74 | |||||||
7.94 | |||||||
13.52 | |||||||
2.81% | |||||||
$4.61 | |||||||
$7.38 | |||||||
34.17% | |||||||
Advanced Micro Devices Inc | |||||||
276.68 | |||||||
4.24 | |||||||
10.51 | |||||||
1.2% | |||||||
$1.22 | |||||||
$2.91 | |||||||
10.16% | |||||||
Qualcomm Inc | |||||||
22.48 | |||||||
7.63 | |||||||
4.89 | |||||||
12.4% | |||||||
$3.58 | |||||||
$5.62 | |||||||
4.99% | |||||||
Intel Corp | |||||||
85.47 | |||||||
1.38 | |||||||
2.66 | |||||||
2.57% | |||||||
$5.57 | |||||||
$7.05 | |||||||
9.71% | |||||||
Texas Instruments Inc | |||||||
22.59 | |||||||
8.60 | |||||||
8.35 | |||||||
8.14% | |||||||
$1.98 | |||||||
$2.43 | |||||||
-12.7% | |||||||
Analog Devices Inc | |||||||
32.73 | |||||||
2.56 | |||||||
7.97 | |||||||
1.3% | |||||||
$1.12 | |||||||
$1.47 | |||||||
-22.68% | |||||||
ARM Holdings PLC | |||||||
1054.20 | |||||||
17.91 | |||||||
30.50 | |||||||
1.78% | |||||||
$0.18 | |||||||
$0.79 | |||||||
13.81% | |||||||
Microchip Technology Inc | |||||||
19.08 | |||||||
6.23 | |||||||
5.26 | |||||||
5.97% | |||||||
$0.75 | |||||||
$1.12 | |||||||
-18.6% | |||||||
STMicroelectronics NV | |||||||
8.65 | |||||||
2.08 | |||||||
2.11 | |||||||
6.69% | |||||||
$1.5 | |||||||
$1.95 | |||||||
-3.21% | |||||||
Monolithic Power Systems Inc | |||||||
67.53 | |||||||
14.04 | |||||||
15.84 | |||||||
4.85% | |||||||
$0.12 | |||||||
$0.25 | |||||||
-1.3% | |||||||
ON Semiconductor Corp | |||||||
12.41 | |||||||
3.35 | |||||||
3.29 | |||||||
7.37% | |||||||
$0.79 | |||||||
$0.94 | |||||||
-4.06% | |||||||
GLOBALFOUNDRIES Inc | |||||||
25.28 | |||||||
2.30 | |||||||
3.48 | |||||||
2.53% | |||||||
$0.73 | |||||||
$0.53 | |||||||
0.11% | |||||||
ASE Technology Holding Co Ltd | |||||||
20.23 | |||||||
2.39 | |||||||
1.22 | |||||||
4.45% | |||||||
$29.8 | |||||||
$25.76 | |||||||
-9.49% | |||||||
First Solar Inc | |||||||
22.61 | |||||||
2.80 | |||||||
5.66 | |||||||
5.38% | |||||||
$0.47 | |||||||
$0.5 | |||||||
15.58% | |||||||
United Microelectronics Corp | |||||||
9.92 | |||||||
1.67 | |||||||
2.72 | |||||||
3.72% | |||||||
$25.78 | |||||||
$17.81 | |||||||
-3.7% | |||||||
Skyworks Solutions Inc | |||||||
17.03 | |||||||
2.48 | |||||||
3.32 | |||||||
3.76% | |||||||
$0.37 | |||||||
$0.51 | |||||||
-9.61% | |||||||
Lattice Semiconductor Corp | |||||||
35.96 | |||||||
13.22 | |||||||
12.61 | |||||||
14.98% | |||||||
$0.05 | |||||||
$0.12 | |||||||
-3.05% | |||||||
Universal Display Corp | |||||||
35.33 | |||||||
4.90 | |||||||
12.38 | |||||||
4.36% | |||||||
$0.08 | |||||||
$0.12 | |||||||
-6.34% | |||||||
MACOM Technology Solutions Holdings Inc | |||||||
89.27 | |||||||
6.53 | |||||||
10.65 | |||||||
1.27% | |||||||
$0.03 | |||||||
$0.09 | |||||||
-12.75% | |||||||
Rambus Inc | |||||||
18.17 | |||||||
5.72 | |||||||
13.15 | |||||||
5.87% | |||||||
$0.07 | |||||||
$0.1 | |||||||
-0.12% | |||||||
Average | |||||||
94.49 | |||||||
7.73 | |||||||
9.58 | |||||||
6.36% | |||||||
$4.45 | |||||||
$4.49 | |||||||
11.72% |