Added to YB: 2025-07-21
Pitch date: 2025-07-17
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+29.08%
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 1.1K
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
growth
TSMC Q2 2025: Margin Myths Shattered, Sovereignty Validated
TSM (earnings update): Bull case probability up to 60% after Q2's 60.7% YoY profit growth, 58.6% margins despite FX/overseas headwinds. Arizona production yields match Taiwan's. Raising FY guidance to ~30% USD growth. Margin resilience despite 220bps FX & 100+bps overseas dilution headwinds shows pricing power. Revised PT: Strong buy NT$1,100-1,200.
Read full article (6 min)