Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Taiwan Semiconductor (NYSE:TSM) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in 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 | 33.32 | 7.98 | 12.92 | 6.38% | $428.26 | $314.51 | 16.52% |
NVIDIA Corp | 75.84 | 64.88 | 40.52 | 32.31% | $17.75 | $20.41 | 262.12% |
Broadcom Inc | 72.32 | 11.17 | 17.70 | 3.02% | $5.58 | $7.78 | 4.4% |
Advanced Micro Devices Inc | 231.67 | 4.60 | 11.44 | 0.22% | $0.9 | $2.56 | 2.24% |
Qualcomm Inc | 29.03 | 9.93 | 6.74 | 9.79% | $3.08 | $5.28 | 1.23% |
Texas Instruments Inc | 30.54 | 10.51 | 10.69 | 6.52% | $1.77 | $2.1 | -16.4% |
ARM Holdings PLC | 543.45 | 31.19 | 50.92 | 4.35% | $0.06 | $0.89 | 46.6% |
Intel Corp | 31.38 | 1.22 | 2.33 | -0.36% | $2.09 | $5.22 | 8.61% |
Analog Devices Inc | 54.67 | 3.29 | 11.19 | 0.85% | $0.93 | $1.18 | -33.83% |
Microchip Technology Inc | 26.66 | 7.48 | 6.66 | 2.25% | $0.47 | $0.79 | -40.62% |
STMicroelectronics NV | 11.35 | 2.34 | 2.53 | 3.04% | $1.06 | $1.44 | -18.41% |
Monolithic Power Systems Inc | 97.34 | 18.81 | 21.82 | 4.45% | $0.1 | $0.25 | 1.51% |
ON Semiconductor Corp | 15.31 | 3.97 | 4.08 | 5.7% | $0.71 | $0.85 | -4.95% |
First Solar Inc | 30.56 | 4.52 | 8.79 | 3.48% | $0.36 | $0.35 | 44.83% |
GLOBALFOUNDRIES Inc | 30.19 | 2.38 | 3.81 | 1.19% | $0.54 | $0.39 | -15.86% |
ASE Technology Holding Co Ltd | 23.01 | 2.74 | 1.38 | 1.94% | $23.55 | $20.87 | 1.46% |
United Microelectronics Corp | 13.16 | 1.91 | 3.19 | 2.9% | $24.0 | $16.9 | 0.78% |
Skyworks Solutions Inc | 20.03 | 2.68 | 3.77 | 2.91% | $0.31 | $0.42 | -9.29% |
Universal Display Corp | 44.45 | 6.53 | 15.94 | 3.86% | $0.07 | $0.13 | 26.67% |
Lattice Semiconductor Corp | 39.67 | 12.47 | 12.44 | 2.15% | $0.03 | $0.1 | -23.6% |
MACOM Technology Solutions Holdings Inc | 117.74 | 7.23 | 11.87 | 1.45% | $0.04 | $0.1 | 6.98% |
Cirrus Logic Inc | 25.33 | 3.65 | 3.89 | 2.48% | $0.05 | $0.19 | -39.93% |
Average | 74.46 | 10.17 | 11.99 | 4.5% | $3.97 | $4.2 | 9.74% |