Added to YB: 2025-09-12
Pitch date: 2025-09-10
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+18.8%
current return
Author Info
Growth Curve by Austin Lieberman is a weekly newsletter that helps you find 10x stock ideas & makes you a better long-term investor. Sign up for the newsletter.
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 1.2K
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
New Buy: Taiwan Semiconductor
TSM: Started position after 34% YoY August revenue growth (vs 20% used in valuation model). Core holding candidate: established leader positioned for AI boom at ~20x P/E. Well-positioned semiconductor giant with 10+ year market outperformance, strong buffer in investment thesis.
Read full article (1 min)