Added to YB: 2026-04-22
Pitch date: 2026-04-19
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+0.99%
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 52.5T
Pitch Price
TWD 2.0K
Price Target
N/A
Dividend
1.09%
EV/EBITDA
17.51
P/E
27.51
EV/Sales
12.23
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Semiconductor Update - Taiwan Semiconductor Manufacturing Company Limited
TSM (earnings): Q1 2026 rev +35.1% YoY (constant currency), net income +58.3% YoY. Cloud/AI now 61% of sales (vs 50% smartphones in 2019). ~70% foundry market share, >90% in advanced nodes (≤7nm). Raised FY26 guide to >30% USD growth. Capacity constraint as demand from NVDA, AAPL, AMZN, GOOGL surges. 'Air—and TSMC' per Jensen Huang.
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