Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+11.89%
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 63.4T
Pitch Price
TWD 403.79
Price Target
N/A
Dividend
0.90%
EV/EBITDA
21.34
P/E
33.22
EV/Sales
14.90
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Durable Advantage Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): Dominates 90%+ of sub-7nm foundry market powering AI chips. Q1 rev +25.5% USD on AI demand surge. Massive scale funds industry-leading R&D/capex, widening tech moat & pricing power. Insulated from AI chip design competition as all advanced AI accelerators use TSMC's 3nm/5nm nodes. Expect 20% earnings growth driven by secular AI capacity demand.
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