Added to YB: 2024-09-23
Pitch date: 2024-06-30
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+70.28%
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 171.50
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
Janus Henderson Concentrated All Cap Growth Managed Account Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: World's largest semiconductor foundry, 60%+ market share. Major GPU fabricator for AI, including NVIDIA. Stock up on increased revenue outlook due to surging demand for NVIDIA's H100/B100 GPUs. Long-term growth potential from tech leadership in manufacturing/packaging and pricing optimization opportunities.
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