TSM - In-Depth Analysis: Taiwan Semiconductor Versus Competitors In Semiconductors & Semiconductor Equipment Industry | Benzinga
In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating Taiwan Semiconductor (NYSE:TSM) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate company's performance in the industry.
Taiwan Semiconductor Background
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with over 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 | |||||||
33.24 | |||||||
7.96 | |||||||
12.88 | |||||||
6.38% | |||||||
$428.26 | |||||||
$314.51 | |||||||
16.52% | |||||||
NVIDIA Corp | |||||||
72.55 | |||||||
62.06 | |||||||
38.76 | |||||||
32.31% | |||||||
$17.75 | |||||||
$20.41 | |||||||
262.12% | |||||||
Broadcom Inc | |||||||
68.36 | |||||||
10.56 | |||||||
16.73 | |||||||
3.02% | |||||||
$5.58 | |||||||
$7.78 | |||||||
42.99% | |||||||
Advanced Micro Devices Inc | |||||||
231.12 | |||||||
4.59 | |||||||
11.41 | |||||||
0.22% | |||||||
$0.9 | |||||||
$2.56 | |||||||
2.24% | |||||||
Qualcomm Inc | |||||||
26.02 | |||||||
8.90 | |||||||
6.04 | |||||||
9.79% | |||||||
$3.08 | |||||||
$5.28 | |||||||
1.23% | |||||||
Texas Instruments Inc | |||||||
30.13 | |||||||
10.37 | |||||||
10.55 | |||||||
6.52% | |||||||
$1.77 | |||||||
$2.1 | |||||||
-16.4% | |||||||
ARM Holdings PLC | |||||||
575.64 | |||||||
33.04 | |||||||
53.93 | |||||||
4.35% | |||||||
$0.06 | |||||||
$0.89 | |||||||
46.6% | |||||||
Intel Corp | |||||||
31.54 | |||||||
1.23 | |||||||
2.34 | |||||||
-0.36% | |||||||
$2.09 | |||||||
$5.22 | |||||||
8.61% | |||||||
Analog Devices Inc | |||||||
52.96 | |||||||
3.19 | |||||||
10.84 | |||||||
0.85% | |||||||
$0.93 | |||||||
$1.18 | |||||||
-33.83% | |||||||
Microchip Technology Inc | |||||||
25.70 | |||||||
7.21 | |||||||
6.42 | |||||||
2.25% | |||||||
$0.47 | |||||||
$0.79 | |||||||
-40.62% | |||||||
Monolithic Power Systems Inc | |||||||
96.63 | |||||||
18.67 | |||||||
21.66 | |||||||
4.45% | |||||||
$0.1 | |||||||
$0.25 | |||||||
1.51% | |||||||
STMicroelectronics NV | |||||||
10 | |||||||
2.06 | |||||||
2.23 | |||||||
3.04% | |||||||
$1.06 | |||||||
$1.44 | |||||||
-18.41% | |||||||
ON Semiconductor Corp | |||||||
13.85 | |||||||
3.59 | |||||||
3.69 | |||||||
5.7% | |||||||
$0.71 | |||||||
$0.85 | |||||||
-4.95% | |||||||
GLOBALFOUNDRIES Inc | |||||||
31.45 | |||||||
2.48 | |||||||
3.97 | |||||||
1.19% | |||||||
$0.54 | |||||||
$0.39 | |||||||
-15.86% | |||||||
First Solar Inc | |||||||
26.20 | |||||||
3.88 | |||||||
7.53 | |||||||
3.48% | |||||||
$0.36 | |||||||
$0.35 | |||||||
44.83% | |||||||
ASE Technology Holding Co Ltd | |||||||
23.24 | |||||||
2.77 | |||||||
1.39 | |||||||
1.94% | |||||||
$23.55 | |||||||
$20.87 | |||||||
1.46% | |||||||
United Microelectronics Corp | |||||||
12.96 | |||||||
1.88 | |||||||
3.14 | |||||||
2.9% | |||||||
$24.0 | |||||||
$16.9 | |||||||
0.78% | |||||||
Skyworks Solutions Inc | |||||||
19.89 | |||||||
2.66 | |||||||
3.74 | |||||||
2.91% | |||||||
$0.31 | |||||||
$0.42 | |||||||
-9.29% | |||||||
Universal Display Corp | |||||||
45.13 | |||||||
6.63 | |||||||
16.18 | |||||||
3.86% | |||||||
$0.07 | |||||||
$0.13 | |||||||
26.67% | |||||||
MACOM Technology Solutions Holdings Inc | |||||||
123.20 | |||||||
7.56 | |||||||
12.42 | |||||||
1.45% | |||||||
$0.04 | |||||||
$0.1 | |||||||
6.98% | |||||||
Lattice Semiconductor Corp | |||||||
36.53 | |||||||
11.48 | |||||||
11.46 | |||||||
2.15% | |||||||
$0.03 | |||||||
$0.1 | |||||||
-23.6% | |||||||
Cirrus Logic Inc | |||||||
25.88 | |||||||
3.73 | |||||||
3.97 | |||||||
2.48% | |||||||
$0.07 | |||||||
$0.19 | |||||||
-0.27% | |||||||
Average | |||||||
75.19 | |||||||
9.93 | |||||||
11.83 | |||||||
4.5% | |||||||
$3.97 | |||||||
$4.2 | |||||||
13.47% |