Taiwan Semiconductor Manufacturing (TSM) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Taiwan Semiconductor Manufacturing ranks 1 of 8 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	66	86	67	bull	10.2%
000660.KS SK Hynix Inc	68	36	94	74	bull	41.6%
005930.KS Samsung Electronics Co Ltd	68	48	73	80	bull	32.6%
042700.KS Hanmi Semicon	51	7	80	19	neutral	47.1%
0522.HK ASM Pacific Technology Ltd	43	51	27	35	bull	34.5%
2308.TW Delta Electronics Inc	54	38	61	28	bear	34.8%
3037.TW Unimicron Technology Corp	52	66	32	35	bull	23.6%
AAOI Applied Opt	32	28	10	22	bull	58%

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 2026-09-18

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), Applied Opt (AAOI).

How does TSM score against its peers?

Taiwan Semiconductor Manufacturing's composite reads 70/100, ranking 1 of 8 in its cohort as of 2026-09-18 — the highest in the cohort. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where TSM appears in the diary — 23 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

Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026
Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026
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 backMorning 10 · 10 Sept 2026
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%Midday 10 · 9 Sept 2026
The AI Order Book, Read From TaiwanDaily Pulse · 17 Aug 2026