Taiwan Semiconductor Manufacturing (TSM) — the peer cohort

As of 2026-11-09 — 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 (68/100) — the cohort is led by Sandisk Corp at 72/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
TSM Taiwan Semiconductor Manufacturing	68	51	88	71	info	23%
SNDK Sandisk Corp	72	45	96	79	info	51.1%
MU Micron Technology Inc	70	44	95	70	info	45%
005930.KS Samsung Electronics Co Ltd	67	28	75	85	bear	49.6%
000660.KS SK Hynix Inc	66	20	94	83	bear	62.1%
APH Amphenol Corporation	65	72	73	39	info	17.1%
3017.TW Asia Vital Components Co Ltd	63	53	74	32	bear	37.6%
ASML ASML Holding N.V. New York Registry Shares	63	43	87	35	info	28.8%
NVDA NVIDIA Corporation	63	39	94	42	info	23.3%
AMD Advanced Micro Devices Inc	61	72	54	24	info	31.8%
3653.TW Jentech Precision Industrial Co Ltd	61	84	74	7	bear	29.8%
TXN Texas Instruments Incorporated	61	65	84	31	watch	17%
NDSN Nordson Corporation	60	78	70	32	watch	8.6%
ALAB Astera Labs, Inc.	56	41	77	12	bull	61.8%
MPWR Monolithic Power Systems Inc	55	43	73	21	bull	30.5%
CRDO Credo Technology Group Holding Ltd	54	19	82	16	bull	61%

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 2026-11-09

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: Sandisk Corp (SNDK), Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), Amphenol Corporation (APH), Asia Vital Components Co Ltd (3017.TW), ASML Holding N.V. New York Registry Shares (ASML), NVIDIA Corporation (NVDA) and others, as of 2026-11-09.

How does TSM score against its peers?

Taiwan Semiconductor Manufacturing's composite reads 68/100, ranking 3 of 16 in its cohort as of 2026-11-09; the cohort's highest composite is Sandisk Corp at 72/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where TSM appears in the diary — 50 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

Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026
AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026
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

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.