Added to YB: 2024-03-13
Pitch date: 2024-03-12
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+108.58%
current return
Author Info
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 140.02
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
Taiwan Semiconductor Manufacturing Company Limited - $TSM
TSM: World's top contract chipmaker, 50%+ market share, critical supplier to giants like Apple, Qualcomm. Key focus 5/7nm advanced tech, expanding with $35B annual CapEx. Apple 26% revenue, but China-Taiwan tensions a risk. Trading at 12x EBIT, 25x FCF; strategic R&D investments point to future growth in AI chip demand. Operations span 12 fabs, including U.S. expansion. Dominates with 92% share in <10nm chips, crucial for tech advancement. Risk/return balances on geopolitical stability.
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