Added to YB: 2024-12-18
Pitch date: 2024-12-17
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+45.37%
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 38.1T
Pitch Price
TWD 200.89
Price Target
228.00 (-22%)
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC: Largest Contract Semiconductor Manufacturer Still Below Fair Price
TSM: World's largest contract chip maker, 60%+ market share. Advanced tech (3nm, 5nm) attracts top clients (Apple, Nvidia). High margins, ROE >20%. $228 fair price. Risks: cyclicality, client concentration, geopolitics. 24% 5yr EPS CAGR. Trading below industry avg. Strong moat, growth potential in AI, HPC.
Read full article (11 min)