TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED (TSM)
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Recent earnings news
No recent earnings news is available right now.
Upcoming earnings date
Pre-market
Fiscal quarter: 2026-09-30
EPS estimate: $4.45
Revenue estimate: N/A
Market cap: $2381.64B
AI earnings summary
TSMC guided Q3 2026 revenue to $44.6B-$45.8B, implying ~37% YoY growth, driven by continued AI-related demand. Management raised full-year 2026 capex guidance to $60B-$64B (from $52B-$56B) to fund advanced process and packaging capacity expansion. CFO Wendell Huang cautioned that gross margin dilution from overseas fab ramp-ups is expected to be 2-3% in early stages, widening to 3-4% in later stages, and CEO C.C. Wei emphasized durable AI-driven demand even as consumer/price-sensitive segments face macro headwinds.
Sentiment and reaction
Sentiment score: +65.00%
Post-earnings price reaction: -6.00%
EPS
Estimate: $24.29
Actual: $27.25
Surprise: +12.19%
Revenue
Estimate: $39.13B
Actual: $39.44B
Surprise: +0.79%
Financial highlights
• Revenue: NT$1.27 trillion (~$39.44 billion), beating consensus estimate of NT$1.26 trillion • Diluted EPS: NT$27.25 vs. estimate of NT$24.29 (beat) • Net income: NT$706.56 billion • Gross margin: 67.7% • Operating margin: 60.3% • Net profit margin: 55.6% • Technology mix: 7nm-and-below processes = 77% of total wafer revenue; 3nm = 30% of wafer revenue; 5nm = 33% of wafer revenue • Note: EPS/revenue figures reported in NT$ (New Taiwan Dollar); USD revenue conversion (~$39.44B) provided by source • 2026 capex raised to $60B-$64B (from prior $52B-$56B range), a ~15% increase, driven by AI-related capacity expansion • Additional $100B planned investment in U.S. chipmaking capacity (per Bloomberg, citing unnamed US official) tied to 4 new 2nm fabs, expanding TSMC's US footprint to 10 fabs + 2 packaging facilities
Recent earnings history
Browse the calendar week| Date | Quarter | Report window | EPS est. | Revenue est. |
|---|---|---|---|---|
| Oct 15, 2026 | 2026-09-30 | Pre-market | $4.45 | N/A |
| Jul 16, 2026 | 2026-06-30 | Time not specified | $3.69 | N/A |
| Apr 16, 2026 | 2026-03-31 | Time not specified | $3.31 | N/A |
| Jan 15, 2026 | 2025-12-31 | Time not specified | $2.82 | N/A |
| Oct 16, 2025 | 2025-09-30 | Time not specified | $2.59 | N/A |
| Jul 17, 2025 | 2025-06-30 | Time not specified | $2.37 | N/A |
| Apr 17, 2025 | 2025-03-31 | Time not specified | $2.03 | N/A |
| Jan 16, 2025 | 2024-12-31 | Time not specified | $2.16 | N/A |