Added to YB: 2026-01-19
Pitch date: 2026-01-15
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+41.48%
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 62.8T
Pitch Price
TWD 1.7K
Price Target
N/A
Dividend
1.16%
EV/EBITDA
18.99
P/E
28.31
EV/Sales
13.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Taiwan Semi Q4 2025 Earnings
TSM (earnings): Beat Q4 estimates on 2.7% revenue, 230bps GPM (62.3%) & 300bps EBIT margin (54%). Advanced tech 77% of revenue (N3 28%, N5 35%). HPC 55% revenue +4% Q/Q. Raised AI forecast, sees supply constraints to 2027. CoWoS packaging bottleneck for AI accelerators. 31% 2yr revenue CAGR.
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