---
title: "TSM vs INTC"
canonical: "https://supercyclehq.com/compare/tsm-vs-intc"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["TSM", "INTC"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Taiwan Semiconductor (TSM) vs Intel (INTC)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | TSM | INTC |
| --- | --- | --- |
| AI Exposure Score | 78 (Core) | 30 (Growing) |
| Price | $375.44 | $56.28 |
| Market cap | $1.95T | $299.1B |
| Change 1d | +6.33% | +7.71% |
| Change 30d | -18.02% | -47.44% |
| Change 1y | +32.43% | +47.60% |
| P/E | 24.33 | n/a |
| Buildout layers | Chip Equipment & Foundries, Semiconductors | Semiconductors |

## Taiwan Semiconductor (TSM)

**AI exposure:** Manufactures nearly all leading-edge AI accelerators for NVIDIA, AMD, Apple, and hyperscaler custom chips, including CoWoS advanced packaging. AI chip demand is now its primary growth driver, though smartphones and other logic remain a large share of wafers.

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.

Full profile: https://supercyclehq.com/stock/taiwan-semiconductor.md

## Intel (INTC)

**AI exposure:** Sells CPUs with AI-focused NPUs and Gaudi accelerators, and is building a foundry that could manufacture AI chips for others. Exposure is mostly optionality, since it has minimal accelerator share and the core PC and server business is under pressure.

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.

Full profile: https://supercyclehq.com/stock/intel.md

## Related comparisons

- [NVDA vs TSM](https://supercyclehq.com/compare/nvda-vs-tsm.md)
- [AMD vs INTC](https://supercyclehq.com/compare/amd-vs-intc.md)

---

Source: https://supercyclehq.com/compare/tsm-vs-intc. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.