Added to YB: 2025-06-03
Pitch date: 2025-05-21
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+51.54%
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 976.64
Price Target
298.00 (-80%)
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Watchlist Report – These 5 Stocks Are Too Cheap to Ignore: Taiwan Semiconductor Manufacturing Company Limited
TSM: Taiwan Semi dominates with 90%+ share in advanced nodes, yielding 20-40% higher than peers. Recent 30% price hikes for advanced nodes show massive pricing power as customers like Nvidia/Apple have no choice. 21x P/E vs potential 35-40x without Taiwan risks. 20%+ revenue CAGR, 18%+ EPS CAGR. $298 PT by 2027 (18% CAGR).
Read full article (2 min)