Added to YB: 2024-07-11
Pitch date: 2024-07-05
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+56.16%
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 187.02
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
N/A
ClearBridge Large Cap Growth Strategy Added On Position: Taiwan Semiconductor Manufacturing Company Limited
TSM: World's top chip fab provider, crucial for leading-edge fabless semis. Underweight vs benchmark, but added position. Powers AI chip makers. Out-of-benchmark name. Critical, sophisticated manufacturing footprint. Offset Nvidia's strong price appreciation with trims. Semis sentiment-driven period worked against strategy.
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