Added to YB: 2026-04-21
Pitch date: 2026-04-17
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
-0.25%
current return
Author Info
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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 52.6T
Pitch Price
TWD 2.0K
Price Target
N/A
Dividend
1.08%
EV/EBITDA
17.55
P/E
27.58
EV/Sales
12.26
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC Q1 2026 Snapshot
TSM (earnings): Q1 rev $35.9B beat est, NI $18.1B vs $17.0B est. Gross margin 66%, op margin 58%, net margin 51%, all expanding YoY. HPC 61% rev (AI-driven), nodes <7nm 74% wafer rev. Q2 guide $39–$40.2B ahead consensus. FCF margin 30.7% (-4.4pp YoY) as capex hit $11.1B, $52–$56B FY plan. Strong pricing power but rising capital intensity.
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