Added to YB: 2026-03-12
Pitch date: 2026-03-11
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
-0.79%
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 48.0T
Pitch Price
TWD 1.9K
Price Target
N/A
Dividend
1.19%
EV/EBITDA
17.54
P/E
27.92
EV/Sales
12.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Smart Money Just Made a $46M Bet That $TSM Won't Fall Below $320
TSM: Institutional seller collected $46.2M in premium selling 1,650 Sept 2026 $320 puts. Thesis: structural monopoly in leading-edge fab (3nm+) powering AI chips for NVDA, AAPL, AMD, QCOM, AVGO. HPC segment driving revenue, advanced nodes (5nm+) now majority of wafer rev. Pricing power expanding as AI demand exceeds capacity. Arizona fab reducing geopolitical risk. Bet implies $320 floor defensible through 2026.
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