Added to YB: 2026-06-03
Pitch date: 2026-05-31
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+5.13%
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 61.1T
Pitch Price
TWD 424.88
Price Target
N/A
Dividend
0.93%
EV/EBITDA
20.52
P/E
31.99
EV/Sales
14.33
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC: a must-have in your wallet?
TSM (overview): World's dominant pure-play foundry, 72% market share, near-monopoly on advanced nodes (5nm & below = 60% rev). FY25 rev $121.4B (+35% YoY), driven by AI/HPC (58% rev). 24% annualized 20yr return. CoWoS bottleneck key for Nvidia GPUs. Risks: Taiwan invasion, customer concentration (Nvidia+Apple ~40% of 2026 rev). Pricing power rising (3nm +15% H2'26). Valuation TBD.
Read full article (11 min)