AMD vs. TSM: Advanced Micro Devices vs. Taiwan Semiconductor Mfg Stock Comparison

Company Profile

Advanced Micro Devices (AMD) and Taiwan Semiconductor Mfg (TSM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

Advanced Micro Devices (AMD) trades as ordinary local shares, while Taiwan Semiconductor Mfg (TSM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Taiwan Semiconductor Mfg (TSM) at 39.97% sits in the top ROE quartile, while Advanced Micro Devices (AMD) at 10.20% is closer to the peer norm — stronger capital efficiency for TSM.

Taiwan Semiconductor Mfg (TSM) at 49.92% retains a top-quartile share of revenue as profit, ahead of Advanced Micro Devices (AMD) at 15.58%, which keeps about the industry-typical share.

Taiwan Semiconductor Mfg (TSM) at 60.34% operates in the top operating margin quartile, ahead of Advanced Micro Devices (AMD) at 17.25%, which runs around its industry’s norm.

Profitability Metrics

Growth

Both Advanced Micro Devices (AMD) at 34.34% and Taiwan Semiconductor Mfg (TSM) at 31.61% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

Both companies show strong earnings momentum, but Advanced Micro Devices (AMD) at 165.00% is the standout with EPS growth above its industry range; Taiwan Semiconductor Mfg (TSM) at 46.41% also sits in the top quartile.

Growth Metrics

Financial Strength

Both Advanced Micro Devices (AMD) at 2.61 and Taiwan Semiconductor Mfg (TSM) at 2.46 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Both Advanced Micro Devices (AMD) at 0.06 and Taiwan Semiconductor Mfg (TSM) at 0.17 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Advanced Micro Devices (AMD) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Taiwan Semiconductor Mfg (TSM) reports a yield of 5.74%, ranking against industry peers normally.

Advanced Micro Devices (AMD) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Taiwan Semiconductor Mfg (TSM) reports a payout of 25.44%, ranking against industry peers normally.

Dividend Metrics

Valuation

Taiwan Semiconductor Mfg (TSM) at 32.29 is near its industry’s usual P/E ratio, while Advanced Micro Devices (AMD) at 151.59 sits in the richer quartile — AMD needs stronger growth or earnings quality to justify the premium.

Taiwan Semiconductor Mfg (TSM) at 0.52 looks cheap on sales in the lower P/S ratio quartile, while Advanced Micro Devices (AMD) at 23.49 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Both look rich against book: Advanced Micro Devices (AMD) at 14.43 sits in the upper P/B ratio quartile, and Taiwan Semiconductor Mfg (TSM) at 91.59 prices even higher, above its industry range.

Valuation Metrics