Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-15
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+10.37%
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
N/A
Dividend
0.89%
EV/EBITDA
18.11
P/E
28.91
EV/Sales
12.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Wedgewood Partners Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): 'Precious source' in silicon manufacturing, enabling AI era by producing nearly every compute accelerator. Advanced nodes offer performance gains with lower power. HPC revenue doubled to $65B+ over 6 quarters, tripled since late 2021. Strong pricing power should drive excellent returns.
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