Professional
Added to YB: 2025-10-02
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
Baron Technology Fund Added On Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM added to position: Global semiconductor manufacturing leader capitalizing on AI chip demand surge. Added during Q2 weakness from tariff uncertainties. Dominant market position & tech superiority drive robust pricing power. Confident in sustained double-digit earnings growth ahead.
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