Added to YB: 2024-12-11
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
N/A
ClearBridge Investments All Cap Growth Strategy New Position: Taiwan Semiconductor Manufacturing Company Limited
TSM: World's top semiconductor fab provider, powering leading edge fabless companies (Apple, Nvidia, Qualcomm, AMD, Broadcom). AI drives data center upside, while PC/handset segments (50% of business) poised for recovery from cycle lows. Added to underweight semiconductor position vs benchmark.
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