Professional
Added to YB: 2026-06-19
Pitch date: 2026-03-31
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+23.82%
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 62.2T
Pitch Price
TWD 343.90
Price Target
N/A
Dividend
0.92%
EV/EBITDA
20.93
P/E
32.61
EV/Sales
14.62
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Polen International Growth New Postion: Taiwan Semiconductor Manufacturing Company Limited
TSM (new position): Dominant chip foundry w/ 60% global market share. AI demand growing—Nvidia nearing top customer spot, plus custom ASIC tailwinds. Strong pricing power on leading-edge nodes (3nm/5nm) & hyperscaler capex. Expects mid-teens rev growth, modest margin expansion, high-teens EPS growth.
Read full article (1 min)