Added to YB: 2026-01-20
Pitch date: 2026-01-17
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+11.01%
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 49.7T
Pitch Price
TWD 1.7K
Price Target
504.00 (-74%)
Dividend
0.89%
EV/EBITDA
18.11
P/E
28.91
EV/Sales
12.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC – A 39% ROE, $30 billion in FCF, Forecast to grow at a 25% CAGR
TSM (earnings): Q4 beat on $33.7B rev (+26% YoY), 62.3% gross margin (all-time high), $12.5B FCF. Guides 25% rev CAGR through 2029 on AI demand, with mid-50% AI rev CAGR. 95%+ market share at 3nm+, 2-3yr tech lead vs competitors. Arizona expansion progressing. $504 price target implies 15% CAGR despite 65% rally.
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