TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

TSM earnings beat probably saving the market more then we realize

TSM beat massively and raised massively so obviously it's time to send semiconductor stocks to hell

TSM seems like a nice dip to buy

Just hold onto it. TSM is making most of the world’s chips and we’re not giving up computers. No other company at the moment can do what they’re doing right now and tech companies are literally paying for years of allocation right now. You just bought at a time where the market is slumping a little. Panic selling is one of the worst things you can do. Can say from experience

# Today is Thursday, the 15th of October ## Upcoming events for Thursday, October 15th - Stock splits: - BTOC @ **1:16** - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, JBHT, LOOP, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, GOLI, MUY, NWFL, OCCI, OCCIM, OCCIN, ODTE, OXSQG, OXSQH, PECO, QQQY, REGCO, REGCP, SATA, STRC, ULTI, USOY, VSEC, YQQQ - Economic events and announcements: - API Weekly Crude Oil Stock (actual: -11.120M, consensus: 1.900M, previous: -2.090M) - Beige Book - CPI (actual: 0.6%, consensus: 0.6%, previous: 0.4%) - CPI (actual: 3.7%, consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (actual: 336.94, consensus: 336.65, previous: 334.98) - CPI Index, s.a (actual: 336.30, previous: 334.13) - CPI, n.s.a (actual: 0.59%, previous: 0.32%) - Cleveland CPI (actual: 0.2%, previous: 0.2%) - Core CPI (actual: 0.3%, consensus: 0.2%, previous: 0.3%) - Core CPI (actual: 2.6%, consensus: 2.5%, previous: 2.4%) - Core CPI Index (actual: 338.90, previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - Fed Goolsbee Speaks - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (actual: 7.50%, previous: 7.49%) - MBA Mortgage Applications (actual: -2.7%, previous: -4.2%) - MBA Purchase Index (actual: 139.3, previous: 145.1) - Mortgage Market Index (actual: 199.2, previous: 204.7) - Mortgage Refinance Index (actual: 513.5, previous: 515.8) - Real Earnings (actual: -0.5%, previous: 0.2%) - Thomson Reuters IPSOS PCSI (actual: 45.18, previous: 50.45) ## Upcoming events for Friday, October 16th - Stock splits: - KNDI @ **1:10** - Expected earnings: ATLO, BANF, BVFL, CFG, GLDG, HDB, HIFS, HOST, IBN, MCBS, MTB, PBAM, RBCAA, RF, TFC, TRV - Ex-div: CBRL, CHAD, GWRS, HRZN, IMMR, MDRR, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA - Economic events and announcements: - 4-Week Bill Auction (previous: 3.980%) - 8-Week Bill Auction (previous: 3.980%) - Atlanta Fed GDPNow (consensus: 3.6%, previous: 3.6%) - Business Inventories (consensus: 0.4%, previous: 0.8%) - Continuing Jobless Claims (consensus: 1,710K, previous: 1,716K) - Core PPI (consensus: 0.3%, previous: 0.2%) - Core PPI (consensus: 4.4%, previous: 4.6%) - Core Retail Sales (consensus: 0.6%, previous: 1.4%) - Crude Oil Imports (previous: -0.053M) - Crude Oil Inventories (consensus: 0.200M, previous: -3.186M) - Cushing Crude Oil Inventories (previous: 0.444M) - Distillate Fuel Production (previous: 0.287M) - EIA Refinery Crude Runs (previous: 0.223M) - EIA Weekly Distillates Stocks (previous: -0.042M) - EIA Weekly Refinery Utilization Rates (previous: 0.2%) - Fed Chair Warsh Speaks - Fed's Balance Sheet (previous: 6,748B) - Gasoline Inventories (previous: 0.382M) - Gasoline Production (previous: -0.117M) - Heating Oil Stockpiles (previous: 0.668M) - IMF Meetings - Initial Jobless Claims (consensus: 199K, previous: 197K) - Jobless Claims 4-Week Avg. (previous: 198.00K) - NY Empire State Manufacturing Index (consensus: 12.10, previous: 7.60) - Natural Gas Storage (consensus: 76B, previous: 85B) - PPI (consensus: 0.6%, previous: 0.4%) - PPI (consensus: 5.3%, previous: 5.4%) - PPI ex. Food/Energy/Transport (previous: 0.3%) - PPI ex. Food/Energy/Transport (previous: 4.7%) - Philadelphia Fed Manufacturing Index (consensus: 28.2, previous: 37.8) - Philly Fed Business Conditions (previous: 52.9) - Philly Fed CAPEX Index (previous: 37.10) - Philly Fed Employment (previous: 11.8) - Philly Fed New Orders (previous: 29.2) - Philly Fed Prices Paid (previous: 48.60) - Reserve Balances with Federal Reserve Banks (previous: 3.022T) - Retail Control (consensus: 0.3%, previous: 1.4%) - Retail Inventories Ex Auto (consensus: 0.1%, previous: 0.8%) - Retail Sales (consensus: 0.3%, previous: 1.2%) - Retail Sales (previous: 6.01%) - Retail Sales Ex Gas/Autos (previous: 1.2%) ## Upcoming events for Saturday, October 17th - Economic events and announcements: - IMF Meetings ## Upcoming events for Sunday, October 18th - Economic events and announcements: - IMF Meetings ^^^^2026-10-15

TSM numbers look great, but that hot CPI and rate hike risk still make me nervous.

This looks like an Anthropic thing more than a certain president thing early this morning quite frankly. Amazingly enough, I think you should probably question how much of the US tech move yesterday was a “macro sucks” move. The US stock move looked like what you’d get on 2022 jitters, except you had bonds reverse. A healthy portion of the tech move was probably a “woe is me, AI isn’t going to be worth it” move. If this is a certain president related it’s in a completely different fashion than what you’re probably thinking, yes it applies to TSM, and it’s more on the emphasis of AI being leaned on so hard by the US that if it buckles, it weighs down on the entire sector.

TSM record profits, beats top and bottom.

So, TSM didnt even rly move after earnings?

Just gonna keep on buying ASML/TSM and not looking at the market till the end of the year.

TSM got some nice profit so it should pump?

RIP to the regards who bought TSM calls. Looks like it will still be red even if they beat earnings.

everything is fucked - TSM down on earnings - marked was priced to prefection

TSM ceo just broke down into tears on call and proclaimed "its fucking joever" LMAO

TSM please pump more....

TSMC $TSM | Q3'26 Highlights • Revenue: $46.72B, +41% YoY 🟢 (est $45.5B, guide $44.6 to $45.8B) • EPS: $4.60 per ADR, +58% YoY 🟢 (est $4.43) • Net income: NT$763.1B, +69% YoY 🟢 (est NT$746.3B) • Gross margin: 66.4% 🟢 (guide 65 to 67%) • Operating margin: 58.7% 🟢 (guide 56 to 58%) • Net margin: 51.1% 🟢 Segments • HPC: 68% of revenue, +22% QoQ 🟢 • Smartphone: 21% of revenue 🟡 • 2nm: 8% of wafer revenue, ramp underway 🟢 • 3nm: 33% of wafer revenue 🟢 • 5nm: 28% of wafer revenue 🟡 • Advanced nodes, 7nm & below: 79% of wafer revenue 🟢 Outlook • 2026 capex: $60 to $64B guided 🟢 (Q3 spend $13.84B) • Q4 guidance: due on the earnings call at 11 PM PT 🟡

TSM SAVE US

So was TSM earnings good?

LOL TSM GUIDED HUGE

**HSINCHU, Taiwan, R.O.C., Oct. 15, 2026 --** TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,494.24 billion, net income of NT$763.06 billion, and diluted earnings per share of NT$29.43 (US$4.60 per ADR unit) for the third quarter ended September 30, 2026. Ist das jetzt gut oder schlecht? Was war erwartet? [https://pr.tsmc.com/english/news/3346](https://pr.tsmc.com/english/news/3346)

#TSM revenues up 41%. Insane growth rate for a company of this size. LMAO🤌

TSM looking good rn

TSM always beats expectations and stays flat or down in the past few quarters, if they miss its fucking over.

TSM weak earnings. RIP bols.

TSM didn’t beat hard enough, it’s cooked