Added to YB: 2026-07-24
Pitch date: 2026-07-22
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
-0.06%
current return
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 62.5T
Pitch Price
TWD 415.84
Price Target
N/A
Dividend
0.91%
EV/EBITDA
18.86
P/E
28.19
EV/Sales
13.51
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC’s $100 Billion Arizona Bet Is Reshaping the Global Chip Supply Chain
TSM (overview): Q2 rev $40.2B, GM 67.7%, HPC 66% of rev; 2026 rev growth raised to >40%, capex $60-64B. +$100B Arizona investment (total US ~$265B) for N2/packaging. Overseas fabs dilute GM 2-4pts, driving 5-10% price hikes in 2027. AI infra localization premium favors scaled buyers (NVDA, AMD, AVGO, hyperscalers); two-speed industry as mature nodes lag.
Read full article (10 min)