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FN or ON or TSM
Which Stock Would AI Choose? Fabrinet (FN) vs. ON Semiconductor (ON) vs. Taiwan Semiconductor Manufacturing Company (TSM) Stock Comparison
Key Takeaways
- FN has shown explosive growth with over 180% one-year returns, driven by AI optics and HPC demand, though recent volatility reflects high valuations.
- ON faces headwinds with shares down 14-18% in recent weeks amid leadership changes and sector pressures, lagging peers despite projected EPS growth.
- TSM maintains steady momentum with 80-100% annual gains and AI-fueled revenue surges, bolstered by its dominant foundry position.
- Across recent market activity, FN and TSM outperform ON in relative performance, highlighting contrasts in AI exposure versus cyclical risks.
- Semiconductor peers like these reflect broader sector trends, with optics and advanced nodes gaining traction amid datacenter expansions.
Introduction
This comparison evaluates FN (Fabrinet), ON (ON Semiconductor), and TSM (Taiwan Semiconductor Manufacturing Company), key players in the semiconductor and optics supply chain. Fabrinet specializes in precision optical manufacturing, ON Semiconductor in power and sensing solutions, and TSM as the leading chip foundry. Traders focused on AI infrastructure and investors tracking tech sector momentum will benefit from insights into their recent price behaviors, sentiment shifts, and positioning amid datacenter and high-performance computing demand. These stocks offer a lens into relative performance in a volatile market environment.
FN Overview and Recent Performance
Fabrinet provides advanced optical packaging and precision manufacturing services for electronics, with a strong emphasis on telecom, datacom, and high-performance computing applications. In recent weeks, FN shares have experienced volatility after hitting all-time highs, with a notable pullback despite record fiscal Q2 2026 revenues of $1.13 billion, up 36% year-over-year, driven by accelerating telecom and datacenter interconnect growth. Optical communications revenues rose 29% to $833 million, supported by durable demand and easing supply constraints in datacom. Sentiment has been buoyed by AI-related high-performance computing ramps, expected to exceed $150 million quarterly, though elevated valuations around 44x earnings have prompted profit-taking amid broader tech sector rotations.
ON Overview and Recent Performance
ON Semiconductor focuses on intelligent power and sensing solutions for automotive, industrial, and cloud markets. Recent market activity has pressured ON shares, with declines of 14-18% over the past month amid leadership transitions and competitive dynamics in semiconductors. Despite Q4 2025 results showing resilience with non-GAAP EPS of $0.95 and gross margins near 45%, revenue dipped 11% year-over-year to $1.72 billion due to softer industrial and auto demand. Analysts note projected 12.7% EPS growth for the next quarter, but sentiment reflects caution over cyclical exposure and slower recovery in end-markets compared to AI-driven peers.
TSM Overview and Recent Performance
Taiwan Semiconductor Manufacturing Company, the world's largest dedicated chip foundry, produces advanced nodes for AI, smartphones, and high-performance computing. TSM shares have pulled back modestly in recent weeks amid geopolitical tensions and sector rotations, yet maintain strong positioning with 34% six-month gains and fiscal 2025 revenues up 36% to $122 billion. Advanced 3nm/5nm processes drove over 60% of sales, with AI revenue CAGR projected at mid-50s%. Sentiment remains positive on consistent demand from clients like Nvidia, though helium supply concerns from Middle East events have introduced short-term noise. Year-to-date returns trail explosive peers but reflect scale and stability.
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Head-to-Head Comparison
FN, ON, and TSM operate in interconnected semiconductor ecosystems but diverge in business models: Fabrinet as a contract manufacturer for high-margin optics, ON in discrete power/sensing components, and TSM in pure-play advanced foundry services. Growth drivers favor FN and TSM via AI datacenter optics and logic chips, contrasting ON’s exposure to cyclical auto/industrial segments. Recent momentum shows FN’s 180%+ one-year surge outpacing TSM’s 88% and ON’s 37%, though ON lags with recent pullbacks. Risk factors include FN’s customer concentration, ON’s end-market softness, and TSM’s geopolitical vulnerabilities. Valuation sensitivity is highest for FN at elevated multiples, while TSM offers relative stability. Sector exposure tilts all toward tech volatility, but trade-offs pit FN’s niche growth against TSM’s scale and ON’s recovery potential.
Tickeron AI Verdict
Tickeron’s AI currently favors TSM for its trend consistency, unmatched scale in advanced nodes, and resilient AI catalysts amid sector pressures. Observable factors like steady revenue beats, dominant market share, and relative stability position it probabilistically ahead of FN’s volatility and ON’s cyclical risks in the current environment.
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).
FN’s FA Score shows that 2 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s), and TSM’s FA Score reflects 3 green FA rating(s).
- FN’s FA Score: 2 green, 3 red.
- ON’s FA Score: 2 green, 3 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.
FN’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 6 bullish TA indicator(s), and TSM’s TA Score reflects 5 bullish TA indicator(s).
- FN’s TA Score: 5 bullish, 3 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
- TSM’s TA Score: 5 bullish, 5 bearish.
Price Growth
FN (@Electronic Components) experienced а +1.47% price change this week, while ON (@Semiconductors) price change was +20.47% , and TSM (@Semiconductors) price fluctuated -0.03% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.16%. For the same industry, the average monthly price growth was +13.62%, and the average quarterly price growth was +26.26%.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +24.75%, and the average quarterly price growth was +27.22%.
Reported Earning Dates
FN is expected to report earnings on May 11, 2026.
ON is expected to report earnings on May 04, 2026.
TSM is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Electronic Components (+4.16% 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.
@Semiconductors (+10.22% 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.
| FN | ON | TSM | |
| Capitalization | 25.1B | 33.7B | 1.67T |
| EBITDA | 466M | 888M | 2.74T |
| Gain YTD | 53.754 | 58.006 | 21.192 |
| P/E Ratio | 67.12 | 295.03 | 31.34 |
| Revenue | 3.89B | 6B | 3.81T |
| Total Cash | 961M | 2.55B | N/A |
| Total Debt | 4.89M | 3.01B | N/A |
FN | ON | TSM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 89 Overvalued | 46 Fair valued | |
PROFIT vs RISK RATING 1..100 | 4 | 67 | 9 | |
SMR RATING 1..100 | 46 | 88 | 26 | |
PRICE GROWTH RATING 1..100 | 35 | 3 | 39 | |
P/E GROWTH RATING 1..100 | 6 | 1 | 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.
TSM's Valuation (46) in the Semiconductors industry is in the same range as FN (73) in the Electronic Components industry, and is somewhat better than the same rating for ON (89) in the Semiconductors industry. This means that TSM's stock grew similarly to FN’s and somewhat faster than ON’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as TSM (9) in the Semiconductors industry, and is somewhat better than the same rating for ON (67) in the Semiconductors industry. This means that FN's stock grew similarly to TSM’s and somewhat faster than ON’s over the last 12 months.
TSM's SMR Rating (26) in the Semiconductors industry is in the same range as FN (46) in the Electronic Components industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that TSM's stock grew similarly to FN’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as FN (35) in the Electronic Components industry, and is somewhat better than the same rating for TSM (39) in the Semiconductors industry. This means that ON's stock grew similarly to FN’s and somewhat faster than TSM’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as FN (6) in the Electronic Components industry, and is in the same range as TSM (20) in the Semiconductors industry. This means that ON's stock grew similarly to FN’s and similarly to TSM’s over the last 12 months.
| FN | ON | TSM | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 71% | 4 days ago 78% | 4 days ago 57% |
| Stochastic ODDS (%) | 4 days ago 79% | 4 days ago 78% | 4 days ago 77% |
| Momentum ODDS (%) | 4 days ago 78% | 4 days ago 84% | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 77% | 4 days ago 72% | 4 days ago 68% |
| TrendWeek ODDS (%) | 4 days ago 78% | 4 days ago 75% | 4 days ago 65% |
| TrendMonth ODDS (%) | 4 days ago 79% | 4 days ago 75% | 4 days ago 75% |
| Advances ODDS (%) | 8 days ago 80% | 4 days ago 72% | 13 days ago 71% |
| Declines ODDS (%) | N/A | 22 days ago 77% | 5 days ago 62% |
| BollingerBands ODDS (%) | 4 days ago 79% | 4 days ago 80% | 4 days ago 58% |
| Aroon ODDS (%) | 4 days ago 78% | 4 days ago 77% | 4 days ago 67% |
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TSM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TSM has been closely correlated with ASML. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if TSM jumps, then ASML could also see price increases.
| Ticker / NAME | Correlation To TSM | 1D Price Change % | ||
|---|---|---|---|---|
| TSM | 100% | -1.15% | ||
| ASML - TSM | 74% Closely correlated | +1.14% | ||
| LRCX - TSM | 73% Closely correlated | -1.66% | ||
| KLAC - TSM | 71% Closely correlated | +0.77% | ||
| MPWR - TSM | 71% Closely correlated | +1.53% | ||
| NVDA - TSM | 71% Closely correlated | +0.19% | ||
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