Professional
Added to YB: 2025-03-14
Pitch date: 2025-03-12
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+69.71%
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 172.08
Price Target
265.00 (-9%)
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC (TSM): BofA Reiterates Buy with $265 PT
TSM (analyst reiterate buy): BofA reiterates Buy, $265 PT. Mixed investor feedback on $100bn investment plans. Concerns: GPM outlook, IP leakage, expansion. Lowered 2025/26E earnings on earthquake impact & AI uncertainties. Analyst expects more insights at BofA TMT conference (Mar 17-21).
Read full article (1 min)