Added to YB: 2026-06-10
Pitch date: 2026-03-31
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+24.43%
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 59.5T
Pitch Price
TWD 343.90
Price Target
N/A
Dividend
0.96%
EV/EBITDA
19.98
P/E
31.18
EV/Sales
13.95
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Green Alpha Next Economy Growth & Income Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): World's sole scaled bleeding-edge foundry, 38% of $320B market. 2nm GAA in mass production at 70-80% yields, far ahead of Samsung/Intel; N2 delivers 15% perf or 25-30% power cut vs 3nm. Apple/NVDA/AMD/Google secured capacity. $56B '26 capex, 5-10% pricing power, CoWoS +70%/yr. Core of AI compute.
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