Added to YB: 2024-10-29
Pitch date: 2024-10-26
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+48.47%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
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 38.1T
Pitch Price
TWD 196.70
Price Target
N/A
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
10 Companies for the next 10 years - Taiwan Semiconductor Manufacturing Company Limited
TSM: World's leading foundry, 36M wafer capacity. Tech lead in 2nm/3nm drives market share gains. Preferred status buffers slowdowns. Growth in HPC/IoT. Risks: client insourcing, macro weakness, competition. Strong position in AI/IoT. Recent yield improvements boost outlook.
Read full article (1 min)