Added to YB: 2026-01-15
Pitch date: 2026-01-13
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+0.29%
current return
Author Info
Staying Rational is a full time investor and former equity research analyst. 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 44.3T
Pitch Price
TWD 1.7K
Price Target
N/A
Dividend
0.99%
EV/EBITDA
17.10
P/E
28.21
EV/Sales
11.75
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Why I Broke Character to Buy TSMC
TSM: Infrastructure monopoly serving global AI era, not just cyclical tech play. Author sees untapped pricing power as complexity increases TSMC's customer leverage. Geopolitical risk real but priced in; views as binary exchange for owning indispensable asset. Sized for cycle top.
Read full article (4 min)