Professional
Added to YB: 2026-05-04
Pitch date: 2026-04-22
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+2.15%
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 56.5T
Pitch Price
TWD 2.1K
Price Target
N/A
Dividend
1.01%
EV/EBITDA
18.91
P/E
29.62
EV/Sales
13.21
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Montaka Global Investments New Position: Taiwan Semiconductor Manufacturing Company Limited
TSM (new position): World's AI semiconductor fab monopolist w/ extreme pricing power underestimated by market. Accelerating AI compute demand + limited US power capacity = enhanced power efficiency as primary capacity expansion driver for hyperscalers. Position handicapped for Taiwan geopolitical concentration risk but fundamentals compelling.
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