Added to YB: 2025-12-05
Pitch date: 2025-09-30
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+12.07%
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 1.3K
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
Sands Capital Technology Innovators Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): World's largest leading-edge logic chip producer benefiting from AI demand, expanding CoWoS capacity. Strong Q results, raised FY guidance. Resilient margins despite currency headwinds. 2026: expect >16% consensus revenue growth from capacity expansion, new iPhone AI, Intel outsourcing. Model 21% annualized growth through 2029 on AI, smartphones, PCs, servers, auto chips.
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