Taiwan Semiconductor Manufacturing (TSM) — the peer cohort
As of 2026-09-14 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.
Taiwan Semiconductor Manufacturing ranks 1 of 7 in its cohort on the Closelook composite (70/100) — the highest reading in the cohort.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing | 70 | 63 | 86 | 70 | watch | 9.6% |
| 000660.KS SK Hynix Inc | 69 | 39 | 92 | 77 | bear | 43.2% |
| 005930.KS Samsung Electronics Co Ltd | 68 | 51 | 72 | 83 | bear | 33.5% |
| 042700.KS Hanmi Semicon | 51 | 8 | 79 | 19 | watch | 47.2% |
| 0522.HK ASM Pacific Technology Ltd | 43 | 52 | 25 | 38 | bear | 36.9% |
| 2308.TW Delta Electronics Inc | 54 | 41 | 57 | 33 | bear | 37.3% |
| 3037.TW Unimicron Technology Corp | 53 | 73 | 29 | 37 | bull | 21.1% |
Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-14
Quick answers
Who are Taiwan Semiconductor Manufacturing's peers in the Closelook universe?
The cohort is drawn from shared Closelook index membership first, then sector: SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), Hanmi Semicon (042700.KS), ASM Pacific Technology Ltd (0522.HK), Delta Electronics Inc (2308.TW), Unimicron Technology Corp (3037.TW).
How does TSM score against its peers?
Taiwan Semiconductor Manufacturing's composite reads 70/100, ranking 1 of 7 in its cohort as of 2026-09-14 — the highest in the cohort. Closelook scores are research diary readings, not ratings or advice.
Mentioned on Closelook
Where TSM appears in the diary — 19 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- Where to Invest in the AI Chip Constraint Chain
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- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- 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 week
- TSMC — The Toll at the Only Bridge
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101 and glossary
Dailies
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
- The AI Order Book, Read From Taiwan
- TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the referee
- Everyone is watching the software wreck. The line that matters is breaking in bonds.
- TSMC Printed the Cycle's Best Quarter — the Tape Has Been Selling Records All Week
- One Core, Three Countries: The Global ETF Book Rebuilt
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