Added to YB: 2026-09-01
Pitch date: 2026-08-30
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
-0.46%
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 62.8T
Pitch Price
TWD 417.23
Price Target
554.45 (+33%)
Dividend
1.16%
EV/EBITDA
18.99
P/E
28.31
EV/Sales
13.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Taiwan Semiconductor Manufacturing Company (TSM)
TSM: TSMC is the leading pure-play foundry and a critical supplier to the AI compute ecosystem. At 19.4x forward earnings, it combines ~64% gross margin, ~56% operating margin, 54% ROIC and $77B of net cash with consensus 2026 revenue and EPS growth of 42.7% and 62.5%. The consensus target implies 32.8% upside, while Taiwan/China geopolitics warrants disciplined position sizing.
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