Professional
Added to YB: 2026-09-23
Pitch date: 2026-07-24
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+10.19%
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 63.8T
Pitch Price
TWD 405.26
Price Target
N/A
Dividend
1.14%
EV/EBITDA
19.31
P/E
28.78
EV/Sales
13.82
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Fundsmith Equity Fund New Position: Taiwan Semiconductor Manufacturing Company Limited
TSM: TSMC is the world’s largest contract chipmaker and manufactures roughly 90% of the most advanced semiconductors. Its technological lead in producing the smallest chips is protected by the roughly $20 billion cost of building one advanced factory. Rising global computing demand, particularly for chips used to train and run AI models, supports growth; ROIC is 33% and free-cash-flow yield is 2.7%.
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