Semiconductors

Broadcom Inc. vs Taiwan Semiconductor Manufacturing Company Ltd.

WatchlistAVGO / TSMPrices through Oct 22, 2026

Why these are rivals: #2 and #3 by market value ($2179B vs $1597B) in Nasdaq's "Semiconductors" industry; SEC SIC 3674 / 3674 (same major group); #2 and #3 by market value ($2179B vs $1597B) with SEC SIC 3674 (Semiconductors & Related Devices).

Rivals, but right now the price gap does not have a measured habit of closing, so there is no paper idea, whatever the gap.

  • Co-movement: daily return correlation, 252 sessions: 0.60 (needs >= 0.60)
  • Mean reversion: ADF t-statistic of the spread: -1.18 (needs <= -2.873 (5% critical value))
Business leadership

Business size

Annual revenue reported to the SEC. Scale, not market share.

YearAVGOTSMLarger
2025$63.9B--
2024$51.6B--
2023$35.8B--
2022$33.2B--
2021$27.4B--
2020$23.9B--

Market value: AVGO $1.60T, TSM $2.18T.

Stock leadership

TSM is ahead now

Measured against the pair's own last 252 trading days.

TSM leads AVGO by 1.57 standard deviations: +25.5% over its usual price ratio. 1 lead switch in the last year.

Price change3 mo6 mo12 mo
AVGO-15.4%-23.0%-5.7%
TSM+2.2%+7.8%+40.0%
Relationship

Not a measured twin today

Only these tests can make a pair tradable on paper.

Pass
Aligned sessions: 2521 (needs >= 254)
Fail
Co-movement: daily return correlation, 252 sessions: 0.60 (needs >= 0.60)
Fail
Mean reversion: ADF t-statistic of the spread: -1.18 (needs <= -2.873 (5% critical value))
Pass
Speed: half-life of the spread, sessions: 58.33 (needs <= 63)
Data
Both stocks current
The twins over two years

Prices side by side, and the gap between them

AVGO Broadcom Inc. TSM Taiwan Semiconductor Manufacturing Company Ltd.Price index, 100 = 2024-10-18. Tint = which stock is ahead of the pair's usual 1-year relationship (z beyond +/-0.5).
100200Oct 2024Oct 2025Oct 2026AVGO 180TSM 205
Spread z-score: AVGO relative to TSM, against the 252 sessions before each day. Above 0: AVGO ahead; below 0: TSM ahead. Lines at +/-2 (idea) and +/-4 (stop).
-4stop-2idea0+2idea+4stopOct 2024Oct 2025Oct 2026
Data table (504 sessions)
DateAVGO indexTSM indexzAhead
2026-10-22179.69205.37-1.57TSM ahead
2026-10-21187.78215.11-1.60TSM ahead
2026-10-20185.87211.71-1.57TSM ahead
2026-10-19186.00209.29-1.50TSM ahead
2026-10-16182.75205.50-1.51TSM ahead
2026-10-15191.41210.30-1.36TSM ahead
2026-10-14192.48214.16-1.46TSM ahead
2026-10-13198.63221.70-1.49TSM ahead
2026-10-12197.19221.31-1.55TSM ahead
2026-10-09200.98225.77-1.57TSM ahead
2026-10-08200.20228.11-1.69TSM ahead
2026-10-07209.30235.18-1.60TSM ahead
2026-10-06208.91240.21-1.78TSM ahead
2026-10-05201.52241.96-2.12TSM ahead
2026-10-02197.42235.47-2.10TSM ahead
2026-10-01191.03228.71-2.15TSM ahead
2026-09-30195.22227.21-1.97TSM ahead
2026-09-29197.40227.58-1.92TSM ahead
2026-09-28194.32225.56-1.99TSM ahead
2026-09-25196.13224.43-1.90TSM ahead
2026-09-24194.76224.70-1.99TSM ahead
2026-09-23197.34222.42-1.83TSM ahead
2026-09-22202.65225.12-1.74TSM ahead
2026-09-21201.60221.71-1.67TSM ahead
2026-09-18198.79216.49-1.61TSM ahead
2026-09-17193.06214.29-1.76TSM ahead
2026-09-16188.73208.05-1.72TSM ahead
2026-09-15188.60206.07-1.66TSM ahead
2026-09-14191.63208.19-1.63TSM ahead
2026-09-11201.23215.78-1.54TSM ahead
2026-09-10200.58213.18-1.49TSM ahead
2026-09-09202.56216.83-1.55TSM ahead
2026-09-08204.88218.65-1.53TSM ahead
2026-09-04198.95213.62-1.59TSM ahead
2026-09-03198.54207.69-1.41TSM ahead
2026-09-02204.15206.94-1.20TSM ahead
2026-09-01205.50206.20-1.13TSM ahead
2026-08-31205.87206.85-1.15TSM ahead
2026-08-28205.01207.95-1.23TSM ahead
2026-08-27206.54212.82-1.35TSM ahead
2026-08-26197.67208.03-1.51TSM ahead
2026-08-25198.31207.89-1.50TSM ahead
2026-08-24199.43204.26-1.34TSM ahead
2026-08-21204.82208.66-1.31TSM ahead
2026-08-20202.36207.19-1.36TSM ahead
2026-08-19201.50205.24-1.33TSM ahead
2026-08-18211.24205.90-1.03TSM ahead
2026-08-17218.15214.65-1.10TSM ahead
2026-08-14218.46212.35-1.02TSM ahead
2026-08-13232.26214.41-0.66TSM ahead
2026-08-12231.28213.74-0.68TSM ahead
2026-08-11231.30210.21-0.57TSM ahead
2026-08-10234.81208.42-0.40near the usual relationship
2026-08-07237.79209.20-0.35near the usual relationship
2026-08-06233.79208.29-0.44near the usual relationship
2026-08-05232.52206.20-0.41near the usual relationship
2026-08-04232.45207.77-0.47near the usual relationship
2026-08-03218.04202.27-0.74TSM ahead
2026-07-31216.40201.34-0.77TSM ahead
2026-07-30215.60200.87-0.78TSM ahead
2026-07-29205.86186.61-0.60TSM ahead
2026-07-28211.75195.39-0.73TSM ahead
2026-07-27213.03198.77-0.81TSM ahead
2026-07-24212.31200.92-0.91TSM ahead
2026-07-23218.17206.98-0.94TSM ahead
2026-07-22220.58209.79-0.96TSM ahead
2026-07-21214.85211.48-1.21TSM ahead
2026-07-20210.22200.37-1.00TSM ahead
2026-07-17206.14198.41-1.07TSM ahead
2026-07-16208.15204.07-1.21TSM ahead
2026-07-15219.18208.93-1.02TSM ahead
2026-07-14216.30209.38-1.14TSM ahead
2026-07-13213.49209.97-1.26TSM ahead
2026-07-10222.34216.21-1.19TSM ahead
2026-07-09222.98217.63-1.23TSM ahead
2026-07-08216.07217.64-1.46TSM ahead
2026-07-07206.11215.44-1.75TSM ahead
2026-07-06207.85225.02-2.02TSM ahead
2026-07-02200.37216.24-2.03TSM ahead
2026-07-01205.31221.25-2.04TSM ahead
2026-06-30209.99237.86-2.44TSM ahead
2026-06-29207.04226.67-2.22TSM ahead
2026-06-26202.91215.34-2.02TSM ahead
2026-06-25210.63216.65-1.80TSM ahead
2026-06-24212.39219.56-1.86TSM ahead
2026-06-23211.32217.35-1.84TSM ahead
2026-06-22217.98232.93-2.16TSM ahead
2026-06-18228.67230.16-1.72TSM ahead
2026-06-17218.41215.24-1.57TSM ahead
2026-06-16209.41212.09-1.80TSM ahead
2026-06-15218.99219.84-1.75TSM ahead
2026-06-12212.39211.14-1.69TSM ahead
2026-06-11214.34209.72-1.58TSM ahead
2026-06-10206.85203.58-1.64TSM ahead
2026-06-09218.00213.13-1.61TSM ahead
2026-06-08220.47212.57-1.51TSM ahead
2026-06-05214.43206.78-1.52TSM ahead
2026-06-04232.87221.60-1.43TSM ahead
2026-06-03266.40217.50-0.19near the usual relationship
2026-06-02267.70222.48-0.34near the usual relationship
2026-06-01255.70216.97-0.51TSM ahead
2026-05-29248.36208.41-0.43near the usual relationship
2026-05-28237.13211.60-0.93TSM ahead
2026-05-27234.51210.54-0.98TSM ahead
2026-05-26234.59205.36-0.78TSM ahead
2026-05-22230.22201.47-0.79TSM ahead
2026-05-21230.46202.78-0.84TSM ahead
2026-05-20232.23200.03-0.67TSM ahead
2026-05-19228.51195.54-0.62TSM ahead
2026-05-18233.87197.21-0.51TSM ahead
2026-05-15236.36201.39-0.59TSM ahead
2026-05-14244.48208.05-0.59TSM ahead
2026-05-13231.69199.12-0.67TSM ahead
2026-05-12233.09197.87-0.58TSM ahead
2026-05-11238.16201.48-0.55TSM ahead
2026-05-08239.03205.04-0.67TSM ahead
2026-05-07229.34206.27-1.06TSM ahead
2026-05-06236.50208.94-0.92TSM ahead
2026-05-05237.57196.44-0.38near the usual relationship
2026-05-04231.53200.02-0.74TSM ahead
2026-05-01234.19198.06-0.57TSM ahead
2026-04-30232.05197.26-0.62TSM ahead
2026-04-29225.39196.15-0.82TSM ahead
2026-04-28222.26195.41-0.91TSM ahead
2026-04-27232.48201.70-0.80TSM ahead
2026-04-24235.01200.45-0.66TSM ahead
2026-04-23233.44190.59-0.30near the usual relationship
2026-04-22234.95192.97-0.35near the usual relationship
2026-04-21223.56183.33-0.34near the usual relationship
2026-04-20222.15182.41-0.36near the usual relationship
2026-04-17225.99184.53-0.31near the usual relationship
2026-04-16221.51180.97-0.32near the usual relationship
2026-04-15220.53186.82-0.62TSM ahead
2026-04-14211.67189.21-1.07TSM ahead
2026-04-13211.10184.07-0.87TSM ahead
2026-04-10206.54184.58-1.08TSM ahead
2026-04-09197.29182.04-1.35TSM ahead
2026-04-08194.91182.24-1.46TSM ahead
2026-04-07185.65171.99-1.39TSM ahead
2026-04-06174.79170.22-1.81TSM ahead
2026-04-02174.86168.86-1.75TSM ahead
2026-04-01174.27170.08-1.85TSM ahead
2026-03-31172.06168.32-1.89TSM ahead
2026-03-30163.11157.64-1.80TSM ahead
2026-03-27167.15162.74-1.87TSM ahead
2026-03-26172.00162.42-1.62TSM ahead
2026-03-25177.22173.20-1.93TSM ahead
2026-03-24176.94170.96-1.85TSM ahead
2026-03-23179.28168.57-1.62TSM ahead
2026-03-20172.61163.98-1.73TSM ahead
2026-03-19177.80168.74-1.74TSM ahead
2026-03-18175.62169.13-1.88TSM ahead
2026-03-17178.61172.32-1.92TSM ahead
2026-03-16180.62169.45-1.69TSM ahead
2026-03-13179.09168.50-1.73TSM ahead
2026-03-12186.76167.70-1.31TSM ahead
2026-03-11189.88176.59-1.64TSM ahead
2026-03-10190.44172.87-1.43TSM ahead
2026-03-09192.20173.67-1.39TSM ahead
2026-03-06183.71168.79-1.55TSM ahead
2026-03-05184.99176.24-1.90TSM ahead
2026-03-04176.51178.03-2.46TSM ahead
2026-03-03174.46175.88-2.49TSM ahead
2026-03-02177.23183.84-2.81TSM ahead
2026-02-27177.64186.56-2.99TSM ahead
2026-02-26178.83187.67-3.05TSM ahead
2026-02-25184.73193.11-3.07TSM ahead
2026-02-24180.94192.13-3.31TSM ahead
2026-02-23183.63184.30-2.77TSM ahead
2026-02-20184.92184.55-2.77TSM ahead
2026-02-19185.66179.49-2.46TSM ahead
2026-02-18185.40180.43-2.58TSM ahead
2026-02-17184.86181.39-2.72TSM ahead
2026-02-13180.76182.47-3.10TSM ahead
2026-02-12184.10183.33-3.01TSM ahead
2026-02-11190.54186.32-2.85TSM ahead
2026-02-10189.25180.25-2.58TSM ahead
2026-02-09191.19177.01-2.27TSM ahead
2026-02-06185.07173.75-2.48TSM ahead
2026-02-05172.61164.72-2.71TSM ahead
2026-02-04171.24162.24-2.67TSM ahead
2026-02-03178.07167.22-2.59TSM ahead
2026-02-02184.06170.02-2.40TSM ahead
2026-01-30184.17164.64-1.99TSM ahead
2026-01-29183.85169.12-2.37TSM ahead
2026-01-28185.25170.49-2.39TSM ahead
2026-01-27185.00168.51-2.29TSM ahead
2026-01-26180.58165.71-2.41TSM ahead
2026-01-23177.91166.78-2.73TSM ahead
2026-01-22180.94163.05-2.23TSM ahead
2026-01-21182.78162.43-2.07TSM ahead
2026-01-20184.89162.94-1.97TSM ahead
2026-01-16195.51170.53-1.84TSM ahead
2026-01-15190.68170.16-2.17TSM ahead
2026-01-14188.94162.92-1.72TSM ahead
2026-01-13197.13164.96-1.31TSM ahead
2026-01-12195.79165.24-1.43TSM ahead
2026-01-09191.77161.19-1.38TSM ahead
2026-01-08184.82158.39-1.65TSM ahead
2026-01-07190.95158.72-1.24TSM ahead
2026-01-06191.10163.08-1.61TSM ahead
2026-01-05190.91160.50-1.42TSM ahead
2026-01-02193.24159.18-1.14TSM ahead
2025-12-31192.40151.35-0.50TSM ahead
2025-12-30194.48149.21-0.16near the usual relationship
2025-12-29194.22149.88-0.24near the usual relationship
2025-12-26195.75150.83-0.21near the usual relationship
2025-12-24194.69148.82-0.10near the usual relationship
2025-12-23194.19147.90-0.05near the usual relationship
2025-12-22189.81146.07-0.19near the usual relationship
2025-12-19189.20143.91-0.03near the usual relationship
2025-12-18183.38141.79-0.26near the usual relationship
2025-12-17181.23137.94-0.04near the usual relationship
2025-12-16189.73142.88+0.12near the usual relationship
2025-12-15188.90143.31+0.03near the usual relationship
2025-12-12200.08145.45+0.60AVGO ahead
2025-12-11225.90151.83+1.61AVGO ahead
2025-12-10229.57154.47+1.58AVGO ahead
2025-12-09225.85151.12+1.63AVGO ahead
2025-12-08222.97150.35+1.52AVGO ahead
2025-12-05216.93146.79+1.46AVGO ahead
2025-12-04211.81145.90+1.25AVGO ahead
2025-12-03211.58147.15+1.14AVGO ahead
2025-12-02212.11145.48+1.29AVGO ahead
2025-12-01214.62143.28+1.59AVGO ahead
2025-11-28224.00145.19+1.91AVGO ahead
2025-11-26221.01144.42+1.82AVGO ahead
2025-11-25214.04141.79+1.67AVGO ahead
2025-11-24210.11141.77+1.47AVGO ahead
2025-11-21189.12137.00+0.74AVGO ahead
2025-11-20192.80138.21+0.85AVGO ahead
2025-11-19197.02140.64+0.90AVGO ahead
2025-11-18189.28138.42+0.67AVGO ahead
2025-11-17190.48140.46+0.59AVGO ahead
2025-11-14190.37141.86+0.49near the usual relationship
2025-11-13188.99140.55+0.52AVGO ahead
2025-11-12197.47144.75+0.66AVGO ahead
2025-11-11195.65145.02+0.56AVGO ahead
2025-11-10199.23147.06+0.61AVGO ahead
2025-11-07194.25142.69+0.66AVGO ahead
2025-11-06197.67144.06+0.74AVGO ahead
2025-11-05199.56146.25+0.69AVGO ahead
2025-11-04195.64146.45+0.50AVGO ahead
2025-11-03201.54151.84+0.45near the usual relationship
2025-10-31205.48149.63+0.76AVGO ahead
2025-10-30209.28151.02+0.85AVGO ahead
2025-10-29214.56151.95+1.02AVGO ahead
2025-10-28207.33150.18+0.83AVGO ahead
2025-10-27201.26148.55+0.67AVGO ahead
2025-10-24196.86146.91+0.58AVGO ahead
2025-10-23191.39144.80+0.47near the usual relationship
2025-10-22189.17143.88+0.43near the usual relationship
2025-10-21190.48146.68+0.33near the usual relationship
2025-10-20194.14148.27+0.41near the usual relationship
2025-10-17194.19146.97+0.49near the usual relationship
2025-10-16196.87149.34+0.48near the usual relationship
2025-10-15195.30151.76+0.28near the usual relationship
2025-10-14191.30147.40+0.36near the usual relationship
2025-10-13198.29150.86+0.47near the usual relationship
2025-10-10180.46139.78+0.32near the usual relationship
2025-10-09191.79149.36+0.29near the usual relationship
2025-10-08192.06151.67+0.18near the usual relationship
2025-10-07187.01146.44+0.25near the usual relationship
2025-10-06186.50150.61+0.00near the usual relationship
2025-10-03188.10145.53+0.36near the usual relationship
2025-10-02187.99143.50+0.47near the usual relationship
2025-10-01185.33143.67+0.35near the usual relationship
2025-09-30183.40139.10+0.53AVGO ahead
2025-09-29182.28136.08+0.67AVGO ahead
2025-09-26185.96136.15+0.83AVGO ahead
2025-09-25186.84137.79+0.78AVGO ahead
2025-09-24188.62139.81+0.74AVGO ahead
2025-09-23188.42140.81+0.68AVGO ahead
2025-09-22188.33135.79+0.98AVGO ahead
2025-09-19191.75131.92+1.36AVGO ahead
2025-09-18191.98133.80+1.27AVGO ahead
2025-09-17192.43130.88+1.48AVGO ahead
2025-09-16200.12130.52+1.84AVGO ahead
2025-09-15202.40130.18+1.97AVGO ahead
2025-09-12200.05129.16+1.96AVGO ahead
2025-09-11199.92128.95+1.98AVGO ahead
2025-09-10205.44129.71+2.18AVGO ahead
2025-09-09187.15124.97+1.74AVGO ahead
2025-09-08192.15123.11+2.10AVGO ahead
2025-09-05186.16121.23+1.99AVGO ahead
2025-09-04170.16117.15+1.55AVGO ahead
2025-09-03168.10115.25+1.60AVGO ahead
2025-09-02165.79113.75+1.60AVGO ahead
2025-08-29165.32114.99+1.50AVGO ahead
2025-08-28171.58118.67+1.56AVGO ahead
2025-08-27166.91119.18+1.31AVGO ahead
2025-08-26165.66118.90+1.28AVGO ahead
2025-08-25163.56117.34+1.29AVGO ahead
2025-08-22163.43116.04+1.39AVGO ahead
2025-08-21160.99113.22+1.48AVGO ahead
2025-08-20161.86113.86+1.50AVGO ahead
2025-08-19163.94115.90+1.47AVGO ahead
2025-08-18169.97120.24+1.47AVGO ahead
2025-08-15170.29118.98+1.59AVGO ahead
2025-08-14173.01120.03+1.67AVGO ahead
2025-08-13171.82120.25+1.61AVGO ahead
2025-08-12173.90121.67+1.62AVGO ahead
2025-08-11168.94120.57+1.46AVGO ahead
2025-08-08169.53120.45+1.51AVGO ahead
2025-08-07168.86120.84+1.47AVGO ahead
2025-08-06167.70115.24+1.83AVGO ahead
2025-08-05162.84115.78+1.55AVGO ahead
2025-08-04165.50119.04+1.47AVGO ahead
2025-08-01160.45117.15+1.35AVGO ahead
2025-07-31163.27120.34+1.28AVGO ahead
2025-07-30168.23120.98+1.51AVGO ahead
2025-07-29165.33120.20+1.42AVGO ahead
2025-07-28163.60120.90+1.29AVGO ahead
2025-07-25161.31122.32+1.07AVGO ahead
2025-07-24160.49120.33+1.18AVGO ahead
2025-07-23157.70119.70+1.08AVGO ahead
2025-07-22154.87116.84+1.14AVGO ahead
2025-07-21160.21118.96+1.30AVGO ahead
2025-07-18157.51119.73+1.10AVGO ahead
2025-07-17159.24122.32+1.01AVGO ahead
2025-07-16156.10118.32+1.14AVGO ahead
2025-07-15156.17118.01+1.18AVGO ahead
2025-07-14153.20113.89+1.33AVGO ahead
2025-07-11152.53114.75+1.24AVGO ahead
2025-07-10153.09114.43+1.30AVGO ahead
2025-07-09154.48115.47+1.32AVGO ahead
2025-07-08151.09113.49+1.28AVGO ahead
2025-07-07152.42114.14+1.32AVGO ahead
2025-07-03152.97116.94+1.15AVGO ahead
2025-07-02150.04116.35+1.03AVGO ahead
2025-07-01147.17111.90+1.21AVGO ahead
2025-06-30153.23112.81+1.52AVGO ahead
2025-06-27149.73113.84+1.24AVGO ahead
2025-06-26150.19111.57+1.46AVGO ahead
2025-06-25147.12110.94+1.33AVGO ahead
2025-06-24146.63109.62+1.42AVGO ahead
2025-06-23141.07104.75+1.50AVGO ahead
2025-06-20138.97104.35+1.41AVGO ahead
2025-06-18139.67106.34+1.29AVGO ahead
2025-06-17138.62106.53+1.22AVGO ahead
2025-06-16140.14107.42+1.25AVGO ahead
2025-06-13138.25105.14+1.33AVGO ahead
2025-06-12142.35107.30+1.42AVGO ahead
2025-06-11140.59106.63+1.38AVGO ahead
2025-06-10135.99105.82+1.15AVGO ahead
2025-06-09135.79103.10+1.39AVGO ahead
2025-06-06137.27102.19+1.58AVGO ahead
2025-06-05144.49101.28+2.15AVGO ahead
2025-06-04145.13100.81+2.27AVGO ahead
2025-06-03142.7898.42+2.37AVGO ahead
2025-06-02138.2697.04+2.23AVGO ahead
2025-05-30134.5796.28+2.08AVGO ahead
2025-05-29134.5198.19+1.91AVGO ahead
2025-05-28133.1097.69+1.88AVGO ahead
2025-05-27131.0098.46+1.67AVGO ahead
2025-05-23127.1495.62+1.68AVGO ahead
2025-05-22128.1597.71+1.56AVGO ahead
2025-05-21127.7195.51+1.76AVGO ahead
2025-05-20128.7996.35+1.78AVGO ahead
2025-05-19128.2196.37+1.75AVGO ahead
2025-05-16127.0896.73+1.65AVGO ahead
2025-05-15129.3296.73+1.84AVGO ahead
2025-05-14129.0397.00+1.81AVGO ahead
2025-05-13129.2096.62+1.88AVGO ahead
2025-05-12123.1893.13+1.79AVGO ahead
2025-05-09115.7487.92+1.76AVGO ahead
2025-05-08115.5087.27+1.84AVGO ahead
2025-05-07113.8586.93+1.75AVGO ahead
2025-05-06111.2385.81+1.66AVGO ahead
2025-05-05111.5887.86+1.47AVGO ahead
2025-05-02113.2089.29+1.46AVGO ahead
2025-05-01109.6986.02+1.53AVGO ahead
2025-04-30106.9983.02+1.66AVGO ahead
2025-04-29106.2781.92+1.75AVGO ahead
2025-04-28106.9981.38+1.91AVGO ahead
2025-04-25106.9082.23+1.81AVGO ahead
2025-04-24104.5981.77+1.65AVGO ahead
2025-04-2398.3478.60+1.43AVGO ahead
2025-04-2294.2775.41+1.44AVGO ahead
2025-04-2192.4073.64+1.49AVGO ahead
2025-04-1795.0575.58+1.53AVGO ahead
2025-04-1697.0675.54+1.78AVGO ahead
2025-04-1599.4878.36+1.66AVGO ahead
2025-04-1499.1577.62+1.75AVGO ahead
2025-04-11101.1478.23+1.90AVGO ahead
2025-04-1095.7875.27+1.75AVGO ahead
2025-04-09102.9279.07+2.02AVGO ahead
2025-04-0886.7470.41+1.42AVGO ahead
2025-04-0785.6972.80+0.92AVGO ahead
2025-04-0481.3273.11+0.28near the usual relationship
2025-04-0385.6178.38+0.08near the usual relationship
2025-04-0295.6684.86+0.44near the usual relationship
2025-04-0193.6883.99+0.32near the usual relationship
2025-03-3193.0782.68+0.42near the usual relationship
2025-03-2894.0182.30+0.59AVGO ahead
2025-03-2795.6183.79+0.58AVGO ahead
2025-03-2699.6686.41+0.71AVGO ahead
2025-03-25104.6590.10+0.79AVGO ahead
2025-03-24106.3190.23+0.96AVGO ahead
2025-03-21106.5488.02+1.27AVGO ahead
2025-03-20105.9288.39+1.17AVGO ahead
2025-03-19108.7286.54+1.72AVGO ahead
2025-03-18104.8886.23+1.37AVGO ahead
2025-03-17108.1287.78+1.52AVGO ahead
2025-03-14108.7086.71+1.74AVGO ahead
2025-03-13106.3885.46+1.68AVGO ahead
2025-03-12107.9788.24+1.50AVGO ahead
2025-03-11105.6785.15+1.68AVGO ahead
2025-03-10102.5384.99+1.36AVGO ahead
2025-03-07108.3888.21+1.58AVGO ahead
2025-03-0699.7687.58+0.69AVGO ahead
2025-03-05106.5091.78+0.91AVGO ahead
2025-03-04104.2289.65+0.93AVGO ahead
2025-03-03104.1686.15+1.40AVGO ahead
2025-02-28110.8689.91+1.65AVGO ahead
2025-02-27109.9690.19+1.52AVGO ahead
2025-02-26118.3796.93+1.55AVGO ahead
2025-02-25112.5994.32+1.29AVGO ahead
2025-02-24115.5995.45+1.47AVGO ahead
2025-02-21121.5598.73+1.69AVGO ahead
2025-02-20126.0499.66+2.03AVGO ahead
2025-02-19127.15100.08+2.11AVGO ahead
2025-02-18127.04100.98+2.02AVGO ahead
2025-02-14129.55101.55+2.22AVGO ahead
2025-02-13131.08100.52+2.53AVGO ahead
2025-02-12131.39102.79+2.31AVGO ahead
2025-02-11130.66103.96+2.12AVGO ahead
2025-02-10130.66103.57+2.20AVGO ahead
2025-02-07125.00102.66+1.75AVGO ahead
2025-02-06128.61104.84+1.85AVGO ahead
2025-02-05128.97103.88+2.02AVGO ahead
2025-02-04123.65101.63+1.76AVGO ahead
2025-02-03121.0499.51+1.77AVGO ahead
2025-01-31123.00104.25+1.36AVGO ahead
2025-01-30119.88103.67+1.10AVGO ahead
2025-01-29114.71100.77+0.89AVGO ahead
2025-01-28115.27100.81+0.94AVGO ahead
2025-01-27112.3695.78+1.28AVGO ahead
2025-01-24136.03110.51+1.92AVGO ahead
2025-01-23133.57111.87+1.52AVGO ahead
2025-01-22133.92111.17+1.64AVGO ahead
2025-01-21133.59108.93+1.89AVGO ahead
2025-01-17131.99105.34+2.19AVGO ahead
2025-01-16127.53106.98+1.52AVGO ahead
2025-01-15126.74103.00+1.94AVGO ahead
2025-01-14124.91100.33+2.11AVGO ahead
2025-01-13125.24100.29+2.16AVGO ahead
2025-01-10124.69103.78+1.64AVGO ahead
2025-01-08127.47103.16+2.03AVGO ahead
2025-01-07127.10105.30+1.72AVGO ahead
2025-01-06131.42109.58+1.63AVGO ahead
2025-01-03129.27103.90+2.15AVGO ahead
2025-01-02128.96100.40+2.61AVGO ahead
2024-12-31128.8898.36+2.92AVGO ahead
2024-12-30130.9699.81+2.98AVGO ahead
2024-12-27134.39100.42+3.32AVGO ahead
2024-12-26136.39101.14+3.49AVGO ahead
2024-12-24133.24102.76+2.95AVGO ahead
2024-12-23129.16103.28+2.43AVGO ahead
2024-12-20122.7498.22+2.42AVGO ahead
2024-12-19121.3696.94+2.45AVGO ahead
2024-12-18124.3197.40+2.75AVGO ahead
2024-12-17133.5499.94+3.49AVGO ahead
2024-12-16138.97100.72+4.09AVGO ahead
2024-12-13124.97100.10+2.55AVGO ahead
2024-12-12100.4395.36-0.10near the usual relationship
2024-12-11101.8496.92-0.14near the usual relationship
2024-12-1095.5195.60-0.93TSM ahead
2024-12-0999.4799.20-0.88TSM ahead
2024-12-0699.80101.12-1.13TSM ahead
2024-12-0594.76101.75-2.05TSM ahead
2024-12-0494.8199.96-1.78TSM ahead
2024-12-0393.4799.06-1.89TSM ahead
2024-12-0292.5696.82-1.70TSM ahead
2024-11-2990.1091.97-1.32TSM ahead
2024-11-2788.7690.24-1.26TSM ahead
2024-11-2691.5891.56-1.00TSM ahead
2024-11-2591.6292.18-1.11TSM ahead
2024-11-2291.2994.67-1.61TSM ahead
2024-11-2191.1395.25-1.76TSM ahead
2024-11-2090.7593.81-1.60TSM ahead
2024-11-1991.9294.47-1.51TSM ahead
2024-11-1892.1093.38-1.30TSM ahead
2024-11-1591.6392.64-1.26TSM ahead
2024-11-1494.7193.88-0.95TSM ahead
2024-11-1396.4992.97-0.48near the usual relationship
2024-11-1297.9695.51-0.68TSM ahead
2024-11-1199.4696.65-0.63TSM ahead
2024-11-08102.08100.21-0.80TSM ahead
2024-11-07102.18100.20-0.79TSM ahead
2024-11-0699.8196.23-0.51TSM ahead
2024-11-0596.6797.50-1.27TSM ahead
2024-11-0493.7095.41-1.44TSM ahead
2024-11-0193.9096.10-1.54TSM ahead
2024-10-3194.3794.90-1.25TSM ahead
2024-10-3098.1996.86-0.94TSM ahead
2024-10-2999.6498.09-0.91TSM ahead
2024-10-2895.6396.96-1.42TSM ahead
2024-10-2596.17101.32-2.09TSM ahead
2024-10-2495.2598.58-1.81TSM ahead
2024-10-2396.45100.04-1.86TSM ahead
2024-10-2299.7298.85-1.08TSM ahead
2024-10-21100.06100.58-1.33TSM ahead
2024-10-18100.00100.00-1.25TSM ahead

One-day company-specific moves (4+ standard deviations, which block ideas for 10 sessions): Dec 13, 2024 (AVGO +24.4%, TSM +5.0%); Dec 16, 2024 (AVGO +11.2%, TSM +0.6%); Jun 4, 2026 (AVGO -12.6%, TSM +1.9%).

Paired trades

The shared paper book and the replay, kept apart

Forward paper record

No paper position on this pair yet.

Historical simulation (a diagnostic, same rules)

1 simulated trade to Oct 20, 2026: -17.19% per trade on average after costs, 0 won.

LegsEnteredExitedWhyDaysBefore costsCosts + borrowAfter costs
Long TSM · Short AVGOJan 10, 2025Jun 4, 2025divergence stop145-$1,621.24-$43.98-$1,718.74 (-17.19%)

Per $10,000 a leg. A replay on today's companies cannot prove an edge.

The companies

AVGO and TSM at a glance

AVGO Broadcom Inc.

Listing
Nasdaq · SEC CIK 1730168
Industry
Semiconductors · SIC 3674 Semiconductors & Related Devices
Market value
$1.60T
Price history
2,521 daily closes, Oct 12, 2016 to Oct 22, 2026

TSM Taiwan Semiconductor Manufacturing Company Ltd.

Listing
NYSE · SEC CIK 1046179
Industry
Semiconductors · SIC 3674 Semiconductors & Related Devices
Market value
$2.18T
Price history
2,521 daily closes, Oct 12, 2016 to Oct 22, 2026

Daily prices: Nasdaq.com. Filings and industry codes: SEC EDGAR. Earnings dates: Nasdaq earnings calendar.

Related
All pairs →
PairStatusAhead nowIndustry
NVDA / AVGOWatchlistNVDA by 2.16 sdSemiconductors
NVDA / TSMWatchlistTSM by 0.41 sdSemiconductors

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Explore the private beta

Paper only: hypothetical paired positions with modelled costs. No broker, no orders, no real money. A historical simulation is a diagnostic, not proof of an edge. Not investment advice.