股票比较

AMD vs TSM

Advanced Micro Devices, Inc. 对比 Taiwan Semiconductor Manufacturing Company Limited

AMD

Advanced Micro Devices, Inc.

$534.39

开盘
537.57
最高
551.87
最低
526.97
市值
8713.77亿
查看单股研究

TSM

Taiwan Semiconductor Manufacturing Company Limited

$421.58

开盘
433.82
最高
437.99
最低
420.36
市值
2.19万亿
查看单股研究

对象特定比较结论

业务敞口

AMD: Semiconductors

TSM: Semiconductor Foundry

上行情景

AMD: 多头重点关注 MI accelerator traction and server CPU mix。

TSM: 多头重点关注 advanced-node share and AI chip production。

风险情景

AMD: 空头重点关注 software ecosystem gap and intense Nvidia competition。

TSM: 空头重点关注 geopolitical risk and customer concentration。

核验来源

AMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earnings已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/5/5 20:00:00

查看原始来源
AMD Investor RelationsAdvanced Micro Devices, Inc. · company已核验

抓取时间: 2026/7/11 UTC 0:00:00

查看原始来源
AMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/5/6 00:00:00

查看原始来源
AMD editorial research profileAlphaVue Research · editorial已核验

抓取时间: 2026/7/11 UTC 0:00:00

TSMC 2026 Q1 Quarterly ResultsTaiwan Semiconductor Manufacturing Company Limited · earnings已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/4/16 00:00:00

查看原始来源
TSMC Investor RelationsTaiwan Semiconductor Manufacturing Company Limited · company已核验

抓取时间: 2026/7/11 UTC 0:00:00

查看原始来源
2025 Annual Report on Form 20-FTaiwan Semiconductor Manufacturing Company Limited · filing已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/4/17 00:00:00

查看原始来源
TSM editorial research profileAlphaVue Research · editorial已核验

抓取时间: 2026/7/11 UTC 0:00:00