Added to YB: 2025-05-30
Pitch date: 2025-03-31
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+57.9%
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 38.4T
Pitch Price
TWD 918.32
Price Target
N/A
Dividend
1.15%
EV/EBITDA
14.71
P/E
24.41
EV/Sales
10.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sands Capital Technology Innovators Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): World's largest leading-edge logic chip maker. Revenue from AI accelerators tripled in 2024 (15% of total), expected to double in 2025 and grow 45% annually for 5 years. DeepSeek models raised concerns, but we believe greater AI accessibility will boost advanced semiconductor demand.
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