Are SMCI and TSM correlated?

SMCI and TSM have a 252-day pairwise correlation of 0.47 (moderate). Values above 0.6 indicate the two stocks tend to move together as part of the same capital flow; below 0.4 they're largely independent.

Do SMCI and TSM share any ETFs?

No ETF in QuantAbundancia's coverage currently holds both SMCI and TSM.

Which bubbles or themes do SMCI and TSM share?

SMCI and TSM share these AI-supercycle groupings: AI Compute Accelerators (bubble).

Stock comparison

SMCI vs TSM

Super Micro Computer, Inc. and Taiwan Semiconductor Manufacturing Co. - both members of AI Compute Accelerators.

SMCIUS

Super Micro Computer, Inc.

Last close: $26.25
Market cap: $17.0B
Sector: Information Technology
30d return: -21.7%
90d return: -21.9%
252d return: -

TSMUS

Taiwan Semiconductor Manufacturing Co.

Last close: $432.57
Market cap: $2.24T
Sector: Information Technology
30d return: +5.9%
90d return: +11.6%
252d return: -

252-day correlation

0.47moderate

Pearson correlation of daily log-returns over the last 252 trading days. >0.6 = tight (move as one bloc); 0.4-0.6 = thematic linkage;<0.4 = largely independent. See the full matrix.

Shared context

Bubbles

AI Compute Accelerators

Want the full picture? SMCI stock page · TSM stock page · full correlation matrix

Data refreshes daily. Last close 2026-07-07.