Added to YB: 2024-11-14
Pitch date: 2024-10-17
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+43.65%
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 38.1T
Pitch Price
TWD 203.31
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
Harding Loevner International Equity ADR Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: World's top semiconductor foundry, high US export exposure. Building US plants (Arizona 2025) to reduce import dependence. Portfolio has 20% US revenue, minimal tariff risk. TSMC's US strategy aligns with policy shifts, positioning for continued growth in key market.
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