Professional
Added to YB: 2025-02-25
Pitch date: 2025-01-15
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+34.82%
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 216.62
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
Wedgewood Partners Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: Near-monopoly in AI accelerator fabrication. 2024 earnings growth surged on higher wafer volumes & pricing. Investing billions in capacity for hyperscale demand. Trading at lower forward P/E vs large-cap growth benchmarks despite dominance in key tech industry driving generational shift.
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