TSM earnings
Taiwan Semiconductor ADR — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Oct 15, 2026 | 4.60 | 4.45 | +3.4% |
| Jul 16, 2026 | 4.22 | 3.81 | +10.8% |
| Apr 15, 2026 | 3.49 | 3.31 | +5.4% |
| Jan 15, 2026 | 3.09 | 2.90 | +6.6% |
Taiwan Semiconductor ADR reported results (Oct 15, 2026). EPS came in at NT$4.60 against a NT$4.45 consensus, beat by 3.4%. Revenue was NT$46.1B versus NT$45.7B expected, beat by 0.9%.
read the full report →A 1.2% revenue shortfall against the street is the headline that will get quoted; a +12.8% EPS surprise, a 67.7% gross margin, and a capex budget raised by nearly USD 10 billion in six months are the facts that matter. The market is pricing the wrong number.
read the full report →Taiwan Semiconductor ADR reported results (Jul 16, 2026). EPS came in at NT$4.22 against a NT$3.82 consensus, beat by 10.5%. Revenue was NT$39.4B versus NT$39.8B expected, missed by 1.2%.
read the full report →Taiwan Semiconductor ADR delivered a modest street beat, but the real message of the quarter is that leading-edge utilization and cost execution are still more powerful than the coming N2 dilution. The stock debate should stay centered on whether 66.2% gross margin is a cyclical high or evidence that the AI-driven mix shift has structurally widened the foundry gap.
read the full report →- Tsmc - qtrly revenue guidance for Q3 of 2023 is $44.6 billion to $45.8 billion.
- Tsmc - qtrly revenue guidance for Q3 of 2023 is a 12% sequential increase and a 37% year-over-year increase at the midpoint.
- Tsmc - qtrly gross margin is expected to be between 65% and 67%.
- Tsmc - qtrly operating margin is expected to be between 56% and 58%.