Added to YB: 2025-04-16
Pitch date: 2025-04-13
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+85.86%
current return
Author Info
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Company Info
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.
Market Cap
TWD 38.1T
Pitch Price
TWD 157.13
Price Target
N/A
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
value
Our Shopping List of Tariff Proof Stocks! - Taiwan Semiconductor Manufacturing Company Limited
TSM: Leading semiconductor manufacturer, 67% market share (90%+ in advanced chips). 16% 5-yr revenue CAGR, 40% margins, 30% ROE. Stock falling despite tariff exemption due to AI spending fears. But AI buildout is just beginning ('1994 for AI'), and yields 20-40% higher than Samsung. 14x fwd P/E undervalues growing demand trajectory.
Read full article (2 min)