Botfet / Company detail

TSM

approved

Taiwan Semiconductor Manufacturing Company Limited

AI/compute

Moat score84out of 100

The numbers

Financial metrics

Quality gate and thesis context

Roic24.6%

Gross Margin59.9%

Revenue Cagr24.5%

Fcf Conversion58.5%

Fcf YieldNot available: currency mismatch

Interest Coverage221.7x

Market Cap B$2220.9B

Pe24.3

Quality PassPass

Founder LedNo

Thesis AlignedYes

Moat Quant60

Why it may endure

Quant: 60 · Curator: 24

Market Share Stability6

Network Effects16

Pricing Power20

Regulatory Moat6

Switching Costs12

Conviction5/10

Leadership9/10

Vision10/10