LSCC vs TSM
Lattice Semiconductor vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
LSCC
Lattice Semiconductor
58
Buy
VS
TSM
Taiwan Semiconductor Mfg.
68
Buy
| Metric | LSCC | TSM |
|---|
| AI Score |
58
|
68
|
| Price |
$130.03
|
$419.92
|
| P/E Ratio |
491.61×
|
27.47×
|
| ROE |
0.4%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
67.7%
|
64.2%
|
| Debt / Equity |
0.00×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
51.9
|
58.7
|
| Beta |
1.78
|
1.369
|
| Expected Upside |
+20.4%
|
+14.0%
|
AI Committee View
Current Innellis committee reasoning for LSCC versus TSM.
TSM leads by 10 points.
TSM scores 68/100 (Buy) versus LSCC at 58/100 (Buy).
LSCC Committee View
50% agreement
4 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 40 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 20.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.40 across 40 articles, 14d) — News
Bear Case
- Bollinger bandwidth of 20.0% signals elevated volatility — Risk
TSM Committee View
67% agreement
6 analysts
The primary driver is revenue growing 31.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 27.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 39.9% shows genuine earnings power backing the valuation — Value
- Revenue growing 31.4% YoY -- genuine top-line momentum — Growth
- EPS growing 55.2% YoY — Growth
Bear Case
- P/E of 27.1 is moderate-to-rich — Value
- Price-to-book of 7.3x prices in significant intangible value — Value