Added to YB: 2024-11-04
Pitch date: 2024-11-02
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+52.73%
current return
Author Info
Multibagger Nuggets focuses on deep research and long-term investing (10yrs+). 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 191.21
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
This is the new position I bought - Taiwan Semiconductor Manufacturing Company Limited
TSM: AI chip monopoly, 123% gain YoY yet fairly priced. ASML's High NA EUV machines give edge over Samsung. Bears claim cycle top, but industry leaders see massive growth. Softbank predicts $9T AI capex by 2035. Geopolitical risk mitigated by US expansion. Buffett sold due to China-Taiwan tensions.
Read full article (2 min)