Added to YB: 2025-07-22
Pitch date: 2025-07-19
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+27.57%
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
346.00 (-77%)
Dividend
1.15%
EV/EBITDA
14.71
P/E
24.41
EV/Sales
10.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC ($TSM) Is Too Cheap to Ignore – I see room for 16% annualized returns
TSM: Q2 beat & raise, 44% YoY revenue growth, 5-year revenue CAGR near 20% driven by 40%+ AI growth. Market dominance (90%+ share in advanced nodes), 2-4yr tech lead over competitors. Reducing Taiwan risk with $165B US expansion (30% advanced capacity). Trades 25x PE despite 16% annualized return potential to $346 PT (2027).
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