Taiwan Semiconductor Manufacturing (TSM) — the peer cohort

As of 2026-10-21 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Taiwan Semiconductor Manufacturing ranks 2 of 16 in its cohort on the Closelooknet composite (70/100) — the cohort is led by Micron Technology Inc at 73/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TSM Taiwan Semiconductor Manufacturing	70	69	87	64	info	12.8%
MU Micron Technology Inc	73	67	95	62	info	28.6%
SNDK Sandisk Corp	69	57	94	49	info	42%
000660.KS SK Hynix Inc	69	33	94	79	bull	56.7%
005930.KS Samsung Electronics Co Ltd	68	46	74	80	bull	40.3%
NVDA NVIDIA Corporation	66	73	94	35	info	11.1%
ASML ASML Holding N.V. New York Registry Shares	65	62	88	26	info	18.5%
AMD Advanced Micro Devices Inc	62	79	54	20	bull	18.8%
APH Amphenol Corporation	62	67	73	32	info	11.8%
DELL Dell Technologies Inc	61	83	55	44	bull	18.6%
NDSN Nordson Corporation	61	83	70	34	bull	3.6%
ALAB Astera Labs, Inc.	59	58	76	7	bear	43%
QCOM Qualcomm Incorporated	59	57	77	50	bull	32.1%
TXN Texas Instruments Incorporated	59	62	81	28	bull	16.8%
CRDO Credo Technology Group Holding Ltd	58	38	82	14	bull	44.4%
ARM Arm Holdings plc American Depositary Shares	54	47	69	8	info	51.2%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-10-21

Quick answers

Who are Taiwan Semiconductor Manufacturing's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Sandisk Corp (SNDK), SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), NVIDIA Corporation (NVDA), ASML Holding N.V. New York Registry Shares (ASML), Advanced Micro Devices Inc (AMD), Amphenol Corporation (APH) and others.

How does TSM score against its peers?

Taiwan Semiconductor Manufacturing's composite reads 70/100, ranking 2 of 16 in its cohort as of 2026-10-21; the cohort's highest composite is Micron Technology Inc at 73/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where TSM appears in the diary — 47 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 202617× Trail P/E 15× Fwd P/E +47% Rev Growth TSMC TSM · $374 Constructive Constraint: 92% leading-edge, 75% advanced packaging 28× trailing (vs.
Who Owns the AI Chip Buildout?Dossier · $39 · 12 Feb 2026
AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026
This company makes every AI chip that matters and 73% of the world’s outsourced chips — sales are up 53% in a month, and the stock is coiled in a triangle whose apex is this weekChart Pick · 11 Sept 2026
TSMC — The Toll at the Only BridgeReport · 13 Aug 2026How we hold it TSM is a constituent of the Rubin Build-Out 100 ; the print record carries its reaction history, and the stock page the live structure.
AI Bull Market — The 2026 Verification PhaseReport · 20 Mar 2026January 15 TSMC (TSM) — The Hub Utilization rates for 3nm/2nm chips.
Nvidia Ecosystem — Wave 1: The ‘Stacking’ PeakReport · 20 Feb 2026TSMC TSM 0.98 Correlation Tier I Classification Linear · 2026–2030 Role Monopoly Manufacturer Why Every Rubin (3nm) and Feynman (2nm) chip is a TSMC wafer.

101 and glossary

NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…
The Packaging Bottleneck: Advanced Packaging as the AI Chokepoint101Key Companies TSM TSMC CoWoS monopoly — packaging capacity owner BESI BE Semiconductor Hybrid bonding equipment leader ASX ASE Technology Largest OSAT provider IBDN Ibiden Advanced packaging substrates

Dailies

Big Tech Earnings — Seoul buys back the chip sell-off as Tesla, Meta, IBM, SAP and Lam Research report tonightMorning 10 · 21 Oct 2026
Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their printsMidday 10 · 21 Oct 2026
Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lowerMorning 10 · 20 Oct 2026
Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026
AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the weekMorning 10 · 19 Oct 2026
Chips — bounce 2.5% to break an eight-day losing run; QQQ back above 720, AI users still boughtMidday 10 · 19 Oct 2026
AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCIMorning 10 · 16 Oct 2026
AI Trade — Kospi −8.5%, Nikkei −4.7% after hot US inflation; TSMC beats, Nasdaq-100 on supportMorning 10 · 15 Oct 2026

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductors. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.