Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-15
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+4.81%
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 57.4T
Pitch Price
TWD 2.1K
Price Target
N/A
Dividend
0.99%
EV/EBITDA
19.23
P/E
30.09
EV/Sales
13.43
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Wedgewood Partners Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): Q1 rev +25%, guiding +30% in 2026 on AI accelerator demand. March rev +45% YoY, +31% MoM, +35% YTD. Shifted to direct cloud provider partnerships for custom silicon, matching supply/demand while keeping capex in line w/ rev growth. Raising prices as leading-edge node utilization climbs. Trimmed as holdings exceeded 10% of portfolio. Remains top holding.
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