Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+9.8%
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 38.4T
Pitch Price
TWD 1.3K
Price Target
N/A
Dividend
1.15%
EV/EBITDA
14.71
P/E
24.41
EV/Sales
10.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Polen Global Growth New Position: Taiwan Semiconductor Manufacturing Company Limited
TSM (new position): Dominates semiconductor manufacturing w/ 60%+ market share, strong moats (scale, switching costs). 60% revenue from high-performance computing (33% AI datacenter), 25% smartphones; Apple/NVIDIA key customers. Mid-teens revenue growth, high-teens EPS growth expected. China-Taiwan risk reflected in sub-20x P/E.
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