Added to YB: 2024-04-26
Pitch date: 2024-04-25
TSM [bullish]
Taiwan Semiconductor Manufacturing Company Limited
+210.91%
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 61.5T
Pitch Price
TWD 133.80
Price Target
175.00 (-58%)
Dividend
0.93%
EV/EBITDA
18.54
P/E
27.72
EV/Sales
13.28
Sector
Semiconductors and Semiconductor Equipment
Category
growth
TSMC – Let’s be realistic; this is a no-brainer today
TSMC: Chip titan with 67% advanced node share, fueling AI/semiconductor boom. Q1 beat on 13% rev growth. 3nm fully booked, AI to 2x. AZ fabs to boost US presence. Intel no match til 2030+. China risk low as TSMC vital to US. 21%+ YoY growth seen, $175 PT on 22x PE for 17% IRR.
Read full article (15 min)