Added to YB: 2026-07-20
Pitch date: 2026-07-16
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+5.92%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. 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 62.8T
Pitch Price
TWD 392.12
Price Target
N/A
Dividend
1.16%
EV/EBITDA
18.99
P/E
28.31
EV/Sales
13.59
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)