Added to YB: 2025-04-01
Pitch date: 2025-03-30
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+83.47%
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 159.18
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
TSMC - the leading edge semiconductor monopoly
TSM (overview): Leading foundry w/ 20% 5yr rev CAGR forecast. AI-driven HPC segment now largest. Advantages: manufacturing focus, customer-centric, talent, network effects. Diversifying globally to mitigate Taiwan risk. Trading at 15.88x P/E, 9.29x EV/EBITDA. Strong AI tailwinds, pricing power from hyperscaler demand.
Read full article (15 min)