Added to YB: 2026-07-02
Pitch date: 2026-04-16
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+19.27%
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 61.5T
Pitch Price
TWD 372.45
Price Target
N/A
Dividend
0.93%
EV/EBITDA
20.66
P/E
32.20
EV/Sales
14.43
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Janus Henderson Global Sustainable Equity Fund Portfolio Holding: Taiwan Semiconductor Manufacturing Company Limited
TSM (holding update): Stock rallied on strong earnings, reflecting pivotal role in AI-capex cycle. Dominant foundry position across GPUs, ASICs & custom silicon reinforces long-term AI winner status. Leadership in advanced process nodes & cutting-edge packaging makes it AI chipmakers' foundry of choice.
Read full article (1 min)