Added to YB: 2026-02-25
Pitch date: 2026-02-23
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+2.61%
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 49.3T
Pitch Price
TWD 1.9K
Price Target
N/A
Dividend
1.16%
EV/EBITDA
17.96
P/E
28.68
EV/Sales
12.40
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC in 2026: Full Power On, Racing to Max Out Capacity
TSM (update): Aggressively expanding fabs across Taiwan (F20, F22, F25, AP7, AP8) to meet explosive AI chip demand, targeting 120k-140k+ CoWoS wafer capacity/month by late 2026 (quadrupling output). Jan 2026 rev up 36.8% YoY to NT$401B; Q1 guidance NT$1.11T (+35-40% YoY). NVIDIA books 50%+ CoWoS lines; N2/A16 ramp H2 2026.
Read full article (7 min)