Professional
Added to YB: 2025-09-26
Pitch date: 2025-06-30
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+38.05%
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
First Eagle Global Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): World's largest semiconductor foundry, primary manufacturer of advanced AI chips for NVDA, AVGO, INTC, AMD, AAPL. Continued strong Q sales w/ expanded AI contribution. Extended competitive edge as de facto foundry choice. Geographic diversification incl US expansion.
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