Taiwan Semiconductor Manufacturing Co Ltd (TSMC) – Upgrading rating on expected strong demand from 5G and HPC related applications

in , on February 11, 2021

TSM is targeting to start risk production of N3 from 2021 and volume production by the second half of 2022. N3 will be another full node stride from N5 with up to 70% logic density gain, up to 15% performance gain and up to 30% power reduction as compared with 5 nanometer.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance 

– Summary
– Profitability
– Growth
– Price Performance

Ownership 

Stock Price Performance

CrispIdea Coverage

No of Pages : 38

Release Information

  • Released
    :

    February 11, 2021

  • Last Updated
    :

    February 23, 2021