Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-28
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+7.71%
current return
Author Info
MayTech Global Investments, LLC, is a 100% independent, employee-owned investment management firm which focuses on managing global growth portfolios. We have a deep research culture, with portfolio managers investing globally for more than 20 years on average. 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 61.7T
Pitch Price
TWD 388.08
Price Target
N/A
Dividend
1.18%
EV/EBITDA
18.66
P/E
27.84
EV/Sales
13.36
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Maytech Global Investments New Position: Taiwan Semiconductor Manufacturing Company Limited
TSM: TSMC, the world’s leading foundry for advanced semiconductor manufacturing, is becoming increasingly vital to the AI buildout through advanced process nodes and complex packaging that scale the computational power of leading AI chips. Growing demand from datacenters, edge AI devices and robotics should benefit the company, while its significant U.S. foundry buildout is intended to reduce Taiwanese supply-chain risk.
Read full article (1 min)