TAIWAN SEMICONDUCTOR MANUFACTURING (TSM)
Track the next or latest earnings date for TAIWAN SEMICONDUCTOR MANUFACTURING, review consensus estimates, and see cached AI analysis for recent quarterly results.
Recent earnings news
Barchart.com · 2026-08-04T14:41:39Z
TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance...
Third Point Q2 2026 Investor LetterSeeking Alpha · 2026-08-04T01:10:00Z
Third Point reports a 7.7% return for Q2 2026, highlighting growth in AI infrastructure and strategic shifts in Block and Flex. Read the full analysis for more details.
TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?Insidertrades.com · 2026-08-03T16:40:00Z
Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 ea...
Should You Buy Billionaire Investor Chase Coleman’s Top 5 Growth Stocks in August?24/7 Wall St. · 2026-08-01T14:30:36Z
Billionaire Chase Coleman just stacked Tiger Global's top five positions directly on the AI infrastructure supercycle, and every single pick still shows doub...
Semiconductor ETFs Draw Cash This Week as Chip Stocks RallyYahoo Entertainment · 2026-07-31T18:45:28Z
Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the...
Upcoming earnings date
Time not specified
Fiscal quarter: 2026-09-30
EPS estimate: $4.50
Revenue estimate: N/A
Market cap: N/A
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 | Time not specified | $4.50 | N/A |
| Jul 16, 2026 | 2026-06-30 | Time not specified | $3.69 | N/A |