Taiwan Semiconductor Manufacturing (TSM) — the peer cohort

As of 2026-10-16 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Taiwan Semiconductor Manufacturing ranks 3 of 16 in its cohort on the Closelooknet composite (69/100) — the cohort is led by Micron Technology Inc at 73/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TSM Taiwan Semiconductor Manufacturing	69	65	86	66	info	13.4%
MU Micron Technology Inc	73	71	95	61	info	25.8%
SNDK Sandisk Corp	70	59	94	50	info	40.8%
000660.KS SK Hynix Inc	68	33	93	79	watch	57.4%
005930.KS Samsung Electronics Co Ltd	67	41	73	80	bull	42.5%
NVDA NVIDIA Corporation	65	68	94	35	info	10.7%
APH Amphenol Corporation	62	67	72	33	info	9.4%
ASML ASML Holding N.V. New York Registry Shares	62	59	87	26	info	17.1%
AMD Advanced Micro Devices Inc	61	77	52	20	bull	14.6%
DELL Dell Technologies Inc	60	83	53	42	bear	20.5%
ALAB Astera Labs, Inc.	59	59	75	6	bull	39.5%
NDSN Nordson Corporation	59	79	68	34	bull	3%
CRDO Credo Technology Group Holding Ltd	58	42	81	12	bear	42.2%
QCOM Qualcomm Incorporated	58	54	76	50	bull	31.1%
TXN Texas Instruments Incorporated	58	61	80	28	neutral	16.4%
ARM Arm Holdings plc American Depositary Shares	55	52	68	8	info	45.9%

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 2026-10-16

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), Amphenol Corporation (APH), ASML Holding N.V. New York Registry Shares (ASML), Advanced Micro Devices Inc (AMD) and others.

How does TSM score against its peers?

Taiwan Semiconductor Manufacturing's composite reads 69/100, ranking 3 of 16 in its cohort as of 2026-10-16; 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 — 41 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

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
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026
Chips — SOXX −3.7%, now 20% below its June high; software −2.4% as hot inflation and BlackRock weighMidday 10 · 14 Oct 2026
Earnings — J&J −6.2% and Citi −3.8% after beats; Micron −5.1%, chip fund back under its 50-day lineMidday 10 · 13 Oct 2026
Earnings Week — Banks First, Then the AI TestDaily Pulse · 12 Oct 2026
AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software risesMorning 10 · 9 Oct 2026
AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 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.