Intel Vs. TSMC: One To Trade, One To Own

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Jul. 17, 2025 11:11 AM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) Stock, INTC Stock, INTC:CA Stock, TSMWF StockNVDA, AMD, AMD:CA, NVDA:CA, TSM, INTC, INTC:CA, TSMWF1 CommentTech Stock ProsInvesting Group LeaderSummaryThere is a debate forming between TSMC versus Intel Corporation stock, and we're here to address the chatter.TSMC will continue to own the bulk of the foundry market, but we do see hope for INTC to be a solid second place player in foundry 2.0 with 18A.Our take is that both TSMC and Intel can be winners, over different time frames.Intel is a value pick for swing trades into year-end, but long term, TSMC offers more credibility and upside as the go-to pure-play foundry.Looking for a portfolio of ideas like this one? Members of Tech Contrarians get exclusive access to our subscriber-only portfolios. Learn More »FinkAvenueTaiwan Semiconductor Manufacturing Company Limited aka TSMC (NYSE:TSM) just reported its Q2 '25 earnings, slashing expectations out of the water and hitting 60% growth in net income, plus raising 2025 sales growth to 30%. This is higherDon’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.And remember, be the first to know, not the last to react.This article was written byTech Stock Pros10.85K FollowersTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector.They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)Recommended For You