Added to YB: 2025-01-21
Pitch date: 2025-01-19
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+37.6%
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 212.23
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
TSMC: Undisruptable And Undervalued!
TSM: Undisruptable market leader in advanced chip manufacturing with 60%+ global share, 90%+ in cutting-edge chips. High barriers, unmatched expertise, high switching costs. AI-driven demand surge, pricing power, overseas expansion mitigating geopolitical risk. Strong financials: 29% ROE, 40% net margin. 17% annual return potential at current valuation.
Read full article (15 min)