Added to YB: 2025-05-05
Pitch date: 2025-04-30
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+59.62%
current return
Author Info
No bio for this author
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 927.21
Price Target
707.00 (-52%)
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC Investment Case!
TSM: Dominant 67% foundry market share (90% in advanced chips), driving AI/cloud computing with 51% revenue from HPC chips. Sales to grow 22% CAGR to $290.7B by 2030, with margins expanding to 52%. Trading at just 18x P/E despite strong growth from AI, IoT, 5G and automotive. Primary risk is China-Taiwan conflict.
Read full article (12 min)