Added to YB: 2025-07-22
Pitch date: 2025-07-18
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+27.57%
current return
Author Info
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
N/A
Dividend
1.15%
EV/EBITDA
14.71
P/E
24.41
EV/Sales
10.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC Earnings Review: Q2 2025
TSM (earnings update): Q2 rev +39% YoY to $30.1B, EPS +60.7% to TWD 15.36 (beat by 5.9%). Leading-edge mix 74%, 3nm 24%. HPC demand strong +14% QoQ. GM 58.6% despite FX drag. Q3 guide $31.8-33B (+38% YoY), GM 55.5-57.5%. Raised FY rev growth to 30%. 11 new Taiwan fabs + 6 in US. Trading 26x FY25 EPS vs 5yr avg 23x. Est >15% long-term CAGR.
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