Added to YB: 2025-07-21
Pitch date: 2025-07-17
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+26.46%
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 1.1K
Price Target
280.00 (-81%)
Dividend
1.15%
EV/EBITDA
14.71
P/E
24.41
EV/Sales
10.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC 2025 Q2 Financial Report In-depth Analysis
TSM (earnings update): Q2 tops all metrics - rev $30.07B (+44.4% YoY), net $13.5B (+60.7%), EPS $2.47, margins 58.6%/49.6%. AI/HPC now 60% of rev, 3nm/5nm at 60% combined. Raised 2025 rev growth to 30% (from 20%) on AI demand. P/E model suggests $237-280 range, DCF ~$234. Buy near $225-230, profit target $260-280.
Read full article (13 min)