Added to YB: 2024-04-16
Pitch date: 2024-04-14
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+105.1%
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 142.39
Price Target
239.00 (-18%)
Dividend
1.16%
EV/EBITDA
14.61
P/E
24.25
EV/Sales
10.03
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC: Potential for 60% Upside?
TSMC: Lone chip manufacturing giant w/ 91% market share. Wide moat due to $150M+ EUV machines, complex processes, strong customer relationships. 13% 10yr rev CAGR, 18% EPS CAGR, 54% GM, 42% OM, 0.3 D/E. $239 PT for 2030 = 68% upside. Crucial for global semis.
Read full article (9 min)