TSMC vs Samsung
Samsung is cheaper. So why does TSMC win?
The short answer
TSMC wins, 87 to 68, on moat and growth.
Samsung wins on valuation, but TSMC's lead on moat counts for more.
Scores
TSM
005930.KS
Price targets
TSM
005930.KS
Growth
TSM
005930.KS
AI-resilient moats · 80%
TSM
005930.KS
AI-vulnerable moats · 20%
TSM
005930.KS
Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.
TSMC or Samsung? Common questions
Which is the better stock, TSMC or Samsung?
TSMC wins, 87 to 68, on moat and growth. Samsung wins on valuation, but TSMC's lead on moat counts for more. Our rating: TSMC Strong Buy, Samsung Hold.
Does TSMC or Samsung have the wider moat?
TSMC scores 94 on moat to Samsung's 55. TSMC is rated stronger on network effects, proprietary data and transaction embedding.
Which is growing faster, TSMC or Samsung?
TSMC scores 86 on growth to Samsung's 68. We expect TSMC to grow 25–30% a year, Samsung 10–16%.
Is TSMC or Samsung cheaper right now?
Samsung scores 84 on valuation to TSMC's 72. In our base case, Samsung has more upside: +40% vs +15%.
More head-to-heads
Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.