Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+8.68%
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 44.3T
Pitch Price
TWD 1.6K
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
Mar Vista U.S. Quality Strategy New Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (new position): World's leading semiconductor foundry w/ tech moat serving NVIDIA, Apple, Broadcom. Only 2 manufacturers at leading edge. AI/HPC driving demand for advanced chips. Structural advantages: scale, balance sheet, customer entrenchment enable investment through cycles, widening tech gap vs peers. ROIC above cost of capital across cycle, compounding intrinsic value above market growth.
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