Professional
Added to YB: 2025-03-27
Pitch date: 2025-01-24
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+49.77%
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 194.99
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
Guinness Global Innovators Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): +92.6% in 2024. World's largest fab benefited from AI/HPC demand. Revenue +34% YoY to record high. Margins up on utilization & cost-cutting. Aggressive CoWoS expansion, doubling capacity in 2025. Advanced packaging tech crucial for AI chips. Key player in data center & HPC innovation.
Read full article (1 min)