TSM vs INTC: Taiwan Semiconductor and Intel as AI Stocks
Taiwan Semiconductor (TSM) and Intel (INTC) are both tracked in the Supercycle AI universe. TSM is the larger company at $960.00B versus $648.08B, and TSM carries the higher AI Exposure Score (78 vs 30, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | TSM | INTC |
|---|---|---|
| Price | $446.57 | $122.60 |
| Market cap | $960.00B | $648.08B |
| 24h change | -1.20% | -1.02% |
| 7d change | +6.91% | +21.33% |
| 1y change | +60.77% | +292.70% |
| P/E ratio | 28.9 | - |
| AI Exposure Score | 78 (Core) | 30 (Growing) |
| Sector | Semiconductors | Technology |
| Buildout layers | Chip Equipment & FoundriesSemiconductors | Semiconductors |
TSM's role in the buildout
TSMC sits at the manufacturing heart of the buildout, spanning the Chip Equipment & Foundries and Semiconductors layers. Nearly every leading edge AI accelerator is fabricated in its plants, and its CoWoS packaging is the step that turns GPU dies and memory into finished AI processors. AI chip demand is now its primary growth driver, though smartphones and other logic remain a large share of its wafers. Supercycle scores its AI exposure at 78 out of 100.
INTC's role in the buildout
Intel sits in the Semiconductors layer of the AI buildout, but as a challenger rather than a leader. Its Gaudi accelerators hold minimal share of AI compute, its NPU-equipped chips anchor the AI PC story, and its foundry ambition could one day mean manufacturing AI chips for others. Much of that is optionality: the core PC and server business is under competitive pressure, so Intel's AI exposure is more about what it could become than what it earns today.
Both stocks sit in Semiconductors, so they compete for the same slice of AI spending.
Frequently asked questions
Is TSM or INTC the bigger company?
Taiwan Semiconductor is bigger: $960.00B versus $648.08B by market cap, as of the latest end-of-day data.
Which has more AI exposure, TSM or INTC?
Taiwan Semiconductor does: its AI Exposure Score is 78 (Core tier) versus 30 (Growing). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
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