TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM record revenue? Dump it all.

# Today is Monday, the 13th of July
## Upcoming events for Monday, July 13th
- Stock splits:
- BIYA @ **1:10**
- XAIR @ **1:20**
- CCHH @ **1:10**
- EDBL @ **1:45**
- BMNU @ **1:10**
- DJTU @ **1:10**
- FTFT @ **1:4**
- LMFA @ **1:25**
- YHC @ **1:100**
- CPOP @ **1:10**
- PSQH @ **1:15**
- Expected earnings:
AERO, FBK, GLDG, JCTC, LEXX, PAPL, TRX
- Ex-div:
CFBK, FIZZ, GROW, OZK, SATA, STRS, TBLD, YBST, YBTY
## Upcoming events for Tuesday, July 14th
- Stock splits:
- JEM @ **1:12**
- LGHL @ **1:9**
- ARMH @ **10:1**
- ASMH @ **10:1**
- STHH @ **10:1**
- YXT @ **1:10**
- Expected earnings:
AEHR, ANGO, BAC, C, CRMT, EQBK, ERIC, FAST, GS, JPM, KMTS, LOOP, PXED, WFC
- Ex-div:
APOG, CCD, CGO, CHI, CHW, CHY, CPZ, CSQ, NEWTH, SATA
- Economic events and announcements:
- 3-Month Bill Auction (previous: 3.735%)
- 6-Month Bill Auction (previous: 3.830%)
- FOMC Member Bowman Speaks
- Fed Waller Speaks
- Federal Budget Balance (consensus: -132.8B, previous: -293.0B)
- OPEC Meeting
## Upcoming events for Wednesday, July 15th
- Stock splits:
- AIBD @ **1:10**
- KORU @ **20:1**
- MUU @ **20:1**
- DRIP @ **1:10**
- SOXS @ **1:10**
- TZA @ **1:10**
- TECS @ **1:10**
- Expected earnings:
ASML, BLK, BNY, CAG, CTAS, CTBI, ELV, FEIM, FHN, GSBC, HOMB, JBHT, JNJ, KARO, KMI, MRTN, MS, MTB, PGR, PKBK, PLBC, PNC, SIFY, UAL, UNB, UROY
- Ex-div:
BCIC, BELFA, BELFB, BPOPM, CAC, CHCO, CMTV, CSWC, MLCIL, NHP, NWFL, OCCI, OCCIM, OCCIN, PECO, SATA, STRC, TRIN, VSEC
- Economic events and announcements:
- ADP Employment Change Weekly (previous: 21.00K)
- API Weekly Crude Oil Stock (previous: -0.399M)
- CPI (consensus: -0.1%, previous: 0.5%)
- CPI (previous: 4.2%)
- CPI Index, n.s.a. (previous: 335.12)
- CPI Index, s.a (previous: 333.98)
- CPI, n.s.a (previous: 0.63%)
- Cleveland CPI (previous: 0.3%)
- Core CPI (consensus: 0.3%, previous: 0.2%)
- Core CPI (consensus: 2.9%, previous: 2.9%)
- Core CPI Index (previous: 336.12)
- FOMC Member Bowman Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- Fed Vice Chair for Supervision Barr Speaks
- NFIB Small Business Optimism (consensus: 95.6, previous: 95.3)
- Overall Net Capital Flow (previous: 26.10B)
- Real Earnings (previous: -0.2%)
- Redbook (previous: 11.5%)
- TIC Net Long-Term Transactions (consensus: 128.5B, previous: 103.1B)
- TIC Net Long-Term Transactions including Swaps (previous: 103.10B)
- US Foreign Buying, T-bonds (previous: 50.50B)
## Upcoming events for Thursday, July 16th
- Expected earnings:
AA, ABT, BANF, BCML, BSVN, BVFL, CASS, CBSH, CFG, CHMG, CNS, CWBC, FFIN, FNB, GE, HOVR, IIIN, INDB, MAN, MCB, NFLX, PLD, SFNC, STT, TSM, UNH, USB, VIST, VZLA, WABC, WAFD, WBS, WIT
- Ex-div:
HRZN, JOUT, REGCO, REGCP, SATA
- Economic events and announcements:
- Beige Book
- Core PPI (consensus: 0.3%, previous: 0.4%)
- Core PPI (previous: 4.9%)
- Crude Oil Imports (previous: 1.096M)
- Crude Oil Inventories (previous: 2.998M)
- Cushing Crude Oil Inventories (previous: -0.052M)
- Distillate Fuel Production (previous: -0.001M)
- EIA Refinery Crude Runs (previous: -0.172M)
- EIA Weekly Distillates Stocks (previous: -4.980M)
- EIA Weekly Refinery Utilization Rates (previous: -0.8%)
- FOMC Member Williams Speaks
- Fed Governor Cook Speaks
- Gasoline Inventories (previous: -1.904M)
- Gasoline Production (previous: -0.233M)
- Heating Oil Stockpiles (previous: -0.427M)
- MBA 30-Year Mortgage Rate (previous: 6.58%)
- MBA Mortgage Applications (previous: -2.2%)
- MBA Purchase Index (previous: 169.5)
- Mortgage Market Index (previous: 266.3)
- Mortgage Refinance Index (previous: 794.4)
- NY Empire State Manufacturing Index (consensus: 8.70, previous: 5.70)
- PPI (consensus: 0.0%, previous: 1.1%)
- PPI (previous: 6.5%)
- PPI ex. Food/Energy/Transport (previous: 0.8%)
- PPI ex. Food/Energy/Transport (previous: 5.1%)
^^^^2026-07-13

Look at TSM's financial report today, showing +36% revenue and it's not even their quarterly report

I have been losing money on a long call. My TSM long calls haven’t stopped printing money. I wish I bought more TSM instead of Microsoft. I’m still holding it, hoping for a rally.

TSM is not cyclical, MU is

TSM beats sales expectations

Damn, now MMs have to sell off TSM too.

TSM at TN$442.68m for june, bringing Q2 towards the higher end of their guidance. So ye, good shit. Idk if its enough to save the entire world, but ye, at least its good news?

HSINCHU, Taiwan, R.O.C. – July 13, 2026 -
TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for June 2026: On a consolidated basis, revenue for June 2026 was approximately NT$442.68 billion, an increase of 6.2 percent from May 2026 and an increase of 67.9 percent from June 2025. Revenue for January through June 2026 totaled NT$2,404.48 billion, an increase of 35.6 percent compared to the same period in 2025.

what are TSM sales numbers does anyone know?

TSM is not reporting until Thursday 2 AM EST

WDYM? TSM good earnings means a 11% selloff.

Let's all pray TSM reports good earning tonight. Or else we may see a -5% kinda day tomorrow

Today: TSM monthly earnings, it should be out in an hour or so? Also I believe there is CPI report today.

I’ve seen much worse. You’re concentrated, but that’s not always a bad thing. I’m a huge fan of TSM so personally I’d add more to that and decrease AMZN. Right now AMZN is your second largest holding when you include the weights in AMZN from VOO and QQQM plus 8% direct - that’s a lot in AMZN, you need to be extremely, like extremely bullish in AMZN to have that much weight. So I’d ask WHY that much? Why AMZN over GOOGL or MSFT? No shade but just be ages Chris Camillo says Amazon is good doesn’t mean it is. (For disclosure I’m overweight Amazon too, but not THAT overweight). Meanwhile TSM is probably the best company on earth you can buy, and it’s underrepresented in most ETFs, so I’d consider adding extra weight to that

I thought leading into earnings week starting with TSM would give it a tailwind but holy fuck i was wrong

That's why I am buying $VXUS, $EWJ, and $VPL over $VTI. I want Kioxia, ASML, SK Hynix, Samsung, and TSM over NVIDIA, AMD, and the US $SOXX stocks.
This is another variation of the HALO trade buying the actual fabs manufacturing the damn chips. IP only gets you so far and then you are at the mercy of paying the price for fab manufacturing capacity just like everyone else.

TSM has the ADR premium because Taiwan has strict regulations that dont let you convert between the domestic shares and the ADR shares. so the arbitrage opportunity that would usually keep the domestic and ADR shares closely tied together falls apart. other ADRs may be different

Buying ADRs is also inadvisable as it normally tracks the actual stock but with a thick premium. Someone has to pay for the purchase and maintenance of foreign shares.
Just look at TSM. It's trading at USD 434.11 and the conversion ratio is 1 TSM is 5x 2330. However, 2330 is trading at TWD 2415 which is worth about USD 376/5.
Just buy DRAM.

two big upstream earnings TSM and AMSL