Added to YB: 2026-07-20
Pitch date: 2026-07-16
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
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 59.4T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.87
P/E
26.79
EV/Sales
12.81
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC Q2 2026 Review
TSM (earnings): Q2'26 rev $40.2B (+36% YoY), GM 67.7%, OM 60.3%, OI +65%. HPC 66% of rev (+20% QoQ). Net income +77% inflated by NT$63.2B Vanguard gain. Capex raised to $60-64B (from $52-56B); 2026 rev seen +40%. Wei: demand-supply gap 'very big,' packaging now key bottleneck. Reads through to ASML, ASE/Amkor/BESI, Broadcom, power mgmt (Infineon, MPWR).
Read full article (7 min)