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AMD or TEL or TSM
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. TE Connectivity (TEL) vs. Taiwan Semiconductor Manufacturing (TSM) Stock Comparison
Key Takeaways
- AMD shares have declined around 12% year-to-date amid post-earnings pullbacks and sector volatility, but AI partnerships signal long-term growth potential.
- TEL experienced recent drops due to supply disruptions, with YTD performance mixed at about 9% gain, supported by strong orders and a new $3 billion credit facility.
- TSM leads with over 16% YTD gains and robust AI-driven demand, expanding manufacturing capacity despite geopolitical risks.
- All three stocks operate in the semiconductor ecosystem, with TSM as the foundry leader (~$1.8T market cap), AMD (~$314B) focusing on design, and TEL (~$60B) on connectivity solutions.
- Recent momentum favors TSM with consistent growth, while AMD and TEL face short-term headwinds from market rotations and supply issues.
Introduction
Advanced Micro Devices (AMD), TE Connectivity (TEL), and Taiwan Semiconductor Manufacturing (TSM) form a interconnected trio in the semiconductor supply chain, spanning chip design, connectivity components, and advanced manufacturing. This stock comparison analyzes their relative performance amid surging AI demand and supply chain pressures. Traders eyeing short-term momentum in volatile tech sectors, and investors focused on long-term AI infrastructure growth, will benefit from insights into their business models, recent price behaviors, and market positioning in the current environment.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) is a leading fabless semiconductor designer specializing in CPUs, GPUs, and AI accelerators for data centers, PCs, and gaming. In recent market activity, AMD shares have pulled back about 10-12% over the past month and 12% year-to-date, trading near $192 with a market cap of approximately $314 billion and trailing P/E around 73x. This follows a strong Q4 earnings beat with 34% revenue growth to $10.27 billion, driven by data center demand, but tempered by modest Q1 guidance amid competitive pressures. Sentiment has been influenced by major AI partnerships, including a multi-year deal with Meta exceeding $100 billion and new Ryzen AI chip launches, alongside regulatory concerns on chip exports. Analysts project 58% EPS growth for 2026, supporting a forward P/E near 29x, though high valuations amplify sensitivity to execution risks.
TEL Overview and Recent Performance
TE Connectivity (TEL), a global leader in connectivity and sensor solutions, serves transportation, industrial, and communications markets with components essential for data centers and electrification. Shares have faced headwinds in recent weeks, declining around 15% over the past seven days and trading near $206 with a $60 billion market cap and trailing P/E of about 30x. Year-to-date gains stand at roughly 9%. Key pressures include supply disruptions from Middle East tensions, causing a 7-8% single-day drop, offset by positives like a $3 billion credit facility, $750 million refinancing, and surging AI-related revenue. Strong order backlogs and upbeat forecasts for industrial segments have bolstered resilience, with forward P/E around 19x reflecting balanced growth expectations in a cyclical sector.
TSM Overview and Recent Performance
Taiwan Semiconductor Manufacturing (TSM), the world's largest contract chipmaker, produces advanced nodes for AI and high-performance computing clients like AMD. Shares have shown resilience, up over 16% year-to-date and trading around $339 with a massive $1.8 trillion market cap and trailing P/E near 34x. Recent weeks saw some volatility from geopolitical tensions and tech selloffs, but AI demand drives strength, with mega fab expansions in Taiwan and surging orders. Q4 profits jumped 35% to records, fueled by AI chips, positioning TSM favorably with projected 54% quarterly EPS growth and forward P/E about 26x. Exposure to global supply chains introduces risks, yet capacity investments underscore multi-year tailwinds.
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Head-to-Head Comparison
AMD, TEL, and TSM differ sharply in business models: AMD innovates fabless designs with high growth but execution risks; TEL provides stable connectivity amid cyclical industrials; TSM dominates foundry with scale advantages. Growth drivers favor AI exposure—TSM's capacity ramps versus AMD's partnerships—while TEL benefits indirectly via data centers. Recent momentum tilts to TSM (16% YTD) over AMD (-12%) and TEL (9%). Risks include geopolitics for TSM, competition for AMD, and supply issues for TEL. Valuations show AMD priciest (73x trailing P/E), TSM premium (34x) with stability, and TEL reasonable (30x). Sentiment leans bullish on AI pure-plays amid sector rotations.
Tickeron AI Verdict
Tickeron’s AI currently favors TSM due to superior trend consistency, AI catalyst momentum, and relative stability in the foundry space. With stronger YTD performance, record profits, and capacity expansions amid robust demand, it edges out AMD's volatility and TEL's supply vulnerabilities—positioning it probabilistically for outperformance in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMD’s FA Score shows that 1 FA rating(s) are green whileTEL’s FA Score has 4 green FA rating(s), and TSM’s FA Score reflects 3 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- TEL’s FA Score: 4 green, 1 red.
- TSM’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMD’s TA Score shows that 5 TA indicator(s) are bullish while TEL’s TA Score has 6 bullish TA indicator(s), and TSM’s TA Score reflects 5 bullish TA indicator(s).
- AMD’s TA Score: 5 bullish, 4 bearish.
- TEL’s TA Score: 6 bullish, 4 bearish.
- TSM’s TA Score: 5 bullish, 5 bearish.
Price Growth
AMD (@Semiconductors) experienced а +13.61% price change this week, while TEL (@Electronic Components) price change was +7.12% , and TSM (@Semiconductors) price fluctuated -0.03% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.81%. For the same industry, the average monthly price growth was +11.15%, and the average quarterly price growth was +27.53%.
Reported Earning Dates
AMD is expected to report earnings on May 05, 2026.
TEL is expected to report earnings on Apr 22, 2026.
TSM is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Semiconductors (+11.63% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Components (+4.81% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| AMD | TEL | TSM | |
| Capitalization | 454B | 72.2B | 1.67T |
| EBITDA | 7.28B | 4.47B | 2.74T |
| Gain YTD | 29.992 | 8.520 | 22.602 |
| P/E Ratio | 106.66 | 35.47 | 31.83 |
| Revenue | 34.6B | 18.1B | 3.81T |
| Total Cash | 10.6B | 1.25B | N/A |
| Total Debt | 3.85B | 5.71B | N/A |
AMD | TEL | TSM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 48 | 39 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 26 Undervalued | 46 Fair valued | |
PROFIT vs RISK RATING 1..100 | 35 | 18 | 9 | |
SMR RATING 1..100 | 79 | 51 | 26 | |
PRICE GROWTH RATING 1..100 | 3 | 10 | 39 | |
P/E GROWTH RATING 1..100 | 40 | 16 | 20 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TEL's Valuation (26) in the Electronic Components industry is in the same range as TSM (46) in the Semiconductors industry, and is somewhat better than the same rating for AMD (78) in the Semiconductors industry. This means that TEL's stock grew similarly to TSM’s and somewhat faster than AMD’s over the last 12 months.
TSM's Profit vs Risk Rating (9) in the Semiconductors industry is in the same range as TEL (18) in the Electronic Components industry, and is in the same range as AMD (35) in the Semiconductors industry. This means that TSM's stock grew similarly to TEL’s and similarly to AMD’s over the last 12 months.
TSM's SMR Rating (26) in the Semiconductors industry is in the same range as TEL (51) in the Electronic Components industry, and is somewhat better than the same rating for AMD (79) in the Semiconductors industry. This means that TSM's stock grew similarly to TEL’s and somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (3) in the Semiconductors industry is in the same range as TEL (10) in the Electronic Components industry, and is somewhat better than the same rating for TSM (39) in the Semiconductors industry. This means that AMD's stock grew similarly to TEL’s and somewhat faster than TSM’s over the last 12 months.
TEL's P/E Growth Rating (16) in the Electronic Components industry is in the same range as TSM (20) in the Semiconductors industry, and is in the same range as AMD (40) in the Semiconductors industry. This means that TEL's stock grew similarly to TSM’s and similarly to AMD’s over the last 12 months.
| AMD | TEL | TSM | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 76% | 3 days ago 52% | 3 days ago 57% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 42% | 3 days ago 77% |
| Momentum ODDS (%) | 3 days ago 76% | 3 days ago 59% | 3 days ago 67% |
| MACD ODDS (%) | N/A | 3 days ago 73% | 3 days ago 68% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 56% | 3 days ago 65% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 53% | 3 days ago 75% |
| Advances ODDS (%) | 3 days ago 77% | 3 days ago 59% | 12 days ago 71% |
| Declines ODDS (%) | 21 days ago 76% | 21 days ago 51% | 4 days ago 62% |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 56% | 3 days ago 58% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 50% | 3 days ago 67% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWF | 476.41 | 7.18 | +1.53% |
| iShares Russell 1000 Growth ETF | |||
| DDXX | 27.22 | 0.34 | +1.27% |
| Defined Duration 20 ETF | |||
| QQMG | 44.61 | 0.51 | +1.15% |
| Invesco ESG NASDAQ 100 ETF | |||
| ILIT | 20.81 | 0.22 | +1.09% |
| iShares Lithium Miners And Producers ETF | |||
| PAUG | 44.50 | 0.21 | +0.47% |
| Innovator U.S. Equity Power BufferETFAug | |||
AMD and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMD has been closely correlated with LRCX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMD jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To AMD | 1D Price Change % | ||
|---|---|---|---|---|
| AMD | 100% | +0.05% | ||
| LRCX - AMD | 75% Closely correlated | +2.54% | ||
| KLAC - AMD | 71% Closely correlated | +3.26% | ||
| FORM - AMD | 71% Closely correlated | +7.46% | ||
| ENTG - AMD | 71% Closely correlated | +7.46% | ||
| AMAT - AMD | 70% Closely correlated | +1.81% | ||
More | ||||
TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with APH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then APH could also see price increases.