MU vs TSM: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
TSM |
| Current Price |
$1,080.53 |
$452.00 |
| Fair Value Estimate |
$1,124.98 |
$515.00 |
| Upside to Fair Value |
+4.1%
|
+13.9%
|
| Market Cap |
$1,220.3B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
19.2x
|
| Price / Sales |
13.5x
|
0.5x
|
| Price / FCF |
46.6x
|
2.1x
|
| Revenue Growth YoY |
+345.7%
|
+36.0%
|
| Gross Margin |
72.6%
|
64.2%
|
| Operating Margin |
65.7%
|
56.0%
|
| Return on Equity |
70.5%
|
39.3%
|
| Dividend Yield |
0.05% |
0.96% |
| FCF Yield |
2.15%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Taiwan Semiconductor Manufacturing Company is the world's largest contract chipmaker, manufacturing advanced logic, mixed-signal, RF, and embedded memory wafers for high-performance computing, smartphones, IoT, and automotive customers from a base of 65,152 employees headquartered in Hsinchu, Taiwan. The business quality is exceptionally high: TTM gross margin is 64.2%, TTM operating margin is 56…
Accumulation Zones
| Metric |
MU |
TSM |
| Zone Low |
$843.74 |
$386.25 |
| Zone High |
$956.23 |
$437.75 |
| In Buy Zone? |
No
|
No
|