Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-16
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+91.63%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. 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 56.7T
Pitch Price
TWD 212.47
Price Target
N/A
Dividend
1.01%
EV/EBITDA
18.98
P/E
29.69
EV/Sales
13.26
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nightview Capital Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: Global foundry leader (67% market share) with 34% YoY Nov revenue growth to $8.55B. AI processor revenue to triple in 2024 (mid-teens % of total). Expanding globally to mitigate risks. Trades at 20.9x forward P/E, below 5-year avg. Strong AI, HPC, 5G demand. Dominant in cutting-edge tech with pricing power.
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