TSM vs. MU: Which Semiconductor Stock Is the Better Buy Post-Earnings?

What happened: TSM and MU both beat earnings and revenue estimates but have pulled back this month, down 7% and 15.2% respectively, prompting a comparison of which stock is the better buy post-earnings. Key numbers: TSM Q3 2026 EPS $4.60 per ADR, revenue $46.72 billion, up 41.2% year over year. Q4 revenue guidance $52.3 billion to $54.3 billion. Why it matters: Both carry a Zacks Rank #1 (Strong Buy), but the article gives TSMC a marginal edge for its advanced chip position and earnings visibility, while Micron's low multiple may reflect cyclical memory concerns. Market: -2.0% today ($2,440.00), +58.5% YTD — as of 06:13 UTC

TSM and MU both beat earnings and revenue estimates but have pulled back this month, down 7% and 15.2% respectively, prompting a comparison of which stock is the better buy post-earnings.

Both carry a Zacks Rank #1 (Strong Buy), but the article gives TSMC a marginal edge for its advanced chip position and earnings visibility, while Micron's low multiple may reflect cyclical memory concerns. Market: -2.0% today ($2,440.00), +58.5% YTD — as of 06:13 UTC