Added to YB: 2026-05-21
Pitch date: 2026-04-20
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+18.19%
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 62.5T
Pitch Price
TWD 367.34
Price Target
N/A
Dividend
0.91%
EV/EBITDA
21.02
P/E
32.74
EV/Sales
14.68
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Cooper Investors Global Equities Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): Largest semiconductor foundry, near-monopoly in leading-edge chips. +66% FY26, +38% annualized since May 2020. EPS growth >30% p.a. driven by HPC/AI chip demand. Increasing semiconductor complexity & proliferation across AI/other markets strengthens positioning. Bet on continued industry performance push.
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