Comparison

ADVANCED MICRO DEVICES INC (AMD) vs TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMD

ADVANCED MICRO DEVICES INC

Semiconductors

Revenue, FY25: $34.64B
Net income: $4.34B
Operating cash flow: $7.71B
Free cash flow: $6.74B
Net margin: 12.51%
Operating margin: 10.66%
Gross margin: 49.52%

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

Semiconductors

Revenue, FY24: $2.89T
Net income: $1.16T
Operating cash flow: $1.83T
Free cash flow: $870B
Net margin: 40.02%
Operating margin: 45.68%
Gross margin: 56.12%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMD	TSM
Revenue growth, latest filed year	+34.34%	+33.89%
Piotroski F-score	8 of 9	8 of 9
P/E against its own history	77.65% above	-

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMD

Semiconductor supply
China
Export controls
Litigation
Tax
Supply chain

And 21 more.

TSM

No 10-K read yet.

Tracked managers holding both

David Tepper Appaloosa 1.54% · 10.55%
Chase Coleman Tiger Global 1.63% · 9.72%
Philippe Laffont Coatue Management 0.11% · 8.76%
Stanley Druckenmiller Duquesne Family Office 0.97% · 6.47%
Baillie Gifford Baillie Gifford & Co 0.00% · 0.42%
Joel Greenblatt Gotham Asset Management 0.18% · 0.01%

Updated Sep 10, 2026 · the newer of the two companies' filings