Professional
Added to YB: 2024-06-12
Pitch date: 2024-03-31
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+116.64%
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 134.80
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
value
Rondure Global Advisors Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM: TSMC key to MSCI EM returns, driving 82% of IT sector & 86% of index gains. Dominant in AI chip foundry with few alternatives, yet trades at big discount to NVDA. Election overhang removed, stock surging. One of world's most important cos but China war risk caps position size.
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