Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-10
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+51.97%
current return
Author Info
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 192.17
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
Pine Stone Asset Management Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: World's top fab for leading-edge chips (5nm+), serving NVIDIA, Microsoft, Amazon, Google. Dominates outsourced semiconductor manufacturing. Irreplaceable position, no current competitors at its level. Long-term thesis since 2006 purchase, evolved from good to incredible business.
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