Added to YB: 2026-07-21
Pitch date: 2026-07-17
TSM [neutral]
Taiwan Semiconductor Manufacturing Company Limited
+4.15%
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 59.4T
Pitch Price
TWD 407.70
Price Target
N/A
Dividend
0.96%
EV/EBITDA
17.88
P/E
26.79
EV/Sales
12.81
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC Q2 2026 Snapshot
TSM (earnings): Q2'26 rev +36% YoY to $40.2B, op income +65%, net income +78%. GM 67.7% (+9.1pts), op margin 60.3%. HPC 66% of sales (+20% QoQ); 7nm & below = 77% wafer rev (3nm 30%, 2nm 3%). FY26 guide >40% growth; capex raised to $60-64B. N2 ramp + overseas fabs to dilute GM 3-4pts H2. Q3 GM guide 65-67%. Risk: expansion speed pressuring returns pre-utilization.
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