Professional
Added to YB: 2025-04-04
Pitch date: 2025-01-16
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+37.15%
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 212.93
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
The Nightview Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (Holding update): Global chip foundry leader (67% market share), 34% YoY Nov revenue growth to $8.55B. AI-related revenue to triple in 2024 (mid-teens % of total). Geographic expansion mitigates risks. Trades at 20.9x forward P/E, below 5-year avg. Strong tech leadership & financials, minimal competition.
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