Added to YB: 2026-01-21
Pitch date: 2026-01-18
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+11.01%
current return
Author Info
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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 49.7T
Pitch Price
TWD 1.7K
Price Target
565.00 (-70%)
Dividend
0.89%
EV/EBITDA
18.11
P/E
28.91
EV/Sales
12.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Why I’m Raising My TSMC Target Price After Earnings
TSM: Raised target from $370 to $565 (+66% upside) after Q4 beat. 25% rev CAGR through 2029, AI accelerators growing mid-50s%. 3nm now 28% of sales at 62.3% gross margin. Technological monopoly at 2nm with 90% 3nm share. Arizona fab operational. Trades 23.6x 2026 PE vs peers at 35x. Main risk: Taiwan geopolitics.
Read full article (6 min)