TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

# Today is Thursday, the 16th of July
## Upcoming events for Thursday, July 16th
- Stock splits:
- GNPX @ **1:22**
- ILXP @ **1:500**
- Expected earnings:
AA, ABT, BANF, BCML, BSVN, BVFL, CASS, CBSH, CFG, CHMG, CNS, CWBC, FFIN, FNB, GE, HOVR, IIIN, INDB, MAN, NFLX, PLD, SFNC, STT, TSM, UNH, USB, VIST, VZLA, WABC, WAFD, WIT
- Ex-div:
GOLI, HRZN, JOUT, ODTE, QQQY, RBIL, REGCO, REGCP, SATA, ULTI, USOY, YQQQ, ZTOP
- Economic events and announcements:
- Beige Book
- Core PPI (actual: 0.2%, consensus: 0.3%, previous: 0.1%)
- Core PPI (actual: 4.7%, consensus: 5.2%, previous: 4.6%)
- Crude Oil Imports (actual: -0.399M, previous: 1.096M)
- Crude Oil Inventories (actual: -1.692M, consensus: -1.800M, previous: 2.998M)
- Cushing Crude Oil Inventories (actual: 0.430M, previous: -0.052M)
- Distillate Fuel Production (actual: 0.072M, previous: -0.001M)
- EIA Refinery Crude Runs (actual: 0.099M, previous: -0.172M)
- EIA Weekly Distillates Stocks (actual: 4.556M, consensus: 0.100M, previous: -4.980M)
- EIA Weekly Refinery Utilization Rates (actual: 0.4%, previous: -0.8%)
- FOMC Member Williams Speaks
- Fed Governor Cook Speaks
- Gasoline Inventories (actual: -1.533M, consensus: -0.800M, previous: -1.904M)
- Gasoline Production (actual: -0.096M, previous: -0.233M)
- Heating Oil Stockpiles (actual: 0.030M, previous: -0.427M)
- MBA 30-Year Mortgage Rate (actual: 6.65%, previous: 6.58%)
- MBA Mortgage Applications (actual: -2.7%, previous: -2.2%)
- MBA Purchase Index (actual: 157.2, previous: 169.5)
- Mortgage Market Index (actual: 259.1, previous: 266.3)
- Mortgage Refinance Index (actual: 821.9, previous: 794.4)
- NY Empire State Manufacturing Index (actual: 15.60, consensus: 9.30, previous: 5.70)
- PPI (actual: -0.3%, consensus: 0.0%, previous: 0.6%)
- PPI (actual: 5.5%, consensus: 6.2%, previous: 6.0%)
- PPI ex. Food/Energy/Transport (actual: 0.1%, previous: 0.8%)
- PPI ex. Food/Energy/Transport (actual: 5.1%, previous: 5.1%)
## Upcoming events for Friday, July 17th
- Stock splits:
- VIVK @ **1:20**
- WCUFF @ **1:20**
- Expected earnings:
ALV, AUC, BFC, DIT, FITB, HDB, HIFS, IBN, MCBS, NB, OVLY, PLG, RBCAA, RF, SPFI, TFC, TRV
- Ex-div:
CBRL, FRD, GWRS, HERZ, KARO, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA, WDFC
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.630%)
- 8-Week Bill Auction (previous: 3.635%)
- Atlanta Fed GDPNow (consensus: 1.3%, previous: 1.3%)
- Business Inventories (consensus: 0.3%, previous: 0.5%)
- Continuing Jobless Claims (consensus: 1,820K, previous: 1,814K)
- Core Retail Sales (consensus: 0.0%, previous: 0.8%)
- Fed Governor Jefferson Speaks
- Fed Logan Speaks
- Fed Schmid Speaks
- Initial Jobless Claims (consensus: 216K, previous: 215K)
- Jobless Claims 4-Week Avg. (previous: 218.75K)
- NAHB Housing Market Index (consensus: 35, previous: 35)
- Natural Gas Storage (consensus: 45B, previous: 61B)
- Pending Home Sales (consensus: -0.5%, previous: 3.8%)
- Pending Home Sales Index (previous: 76.8)
- Philadelphia Fed Manufacturing Index (consensus: 12.7, previous: 10.3)
- Philly Fed Business Conditions (previous: 50.2)
- Philly Fed CAPEX Index (previous: 41.20)
- Philly Fed Employment (previous: 7.9)
- Philly Fed New Orders (previous: 27.3)
- Philly Fed Prices Paid (previous: 53.20)
- Retail Control (consensus: 0.5%, previous: 0.7%)
- Retail Inventories Ex Auto (consensus: 0.4%, previous: 0.6%)
- Retail Sales (consensus: 0.2%, previous: 0.9%)
- Retail Sales (previous: 6.88%)
- Retail Sales Ex Gas/Autos (previous: 0.5%)
- U.S. President Trump Speaks
## Upcoming events for Saturday, July 18th
- Economic events and announcements:
- Atlanta Fed GDPNow
- Building Permits (consensus: 1.400M, previous: 1.410M)
- Building Permits (previous: -0.9%)
- CFTC Aluminium speculative net positions (previous: 1.3K)
- CFTC Copper speculative net positions (previous: 64.3K)
- CFTC Corn speculative net positions (previous: 101.0K)
- CFTC Crude Oil speculative net positions (previous: 75.7K)
- CFTC Gold speculative net positions (previous: 194.2K)
- CFTC Nasdaq 100 speculative net positions (previous: 2.1K)
- CFTC Natural Gas speculative net positions (previous: -165.3K)
- CFTC S&P 500 speculative net positions (previous: -42.9K)
- CFTC Silver speculative net positions (previous: 28.0K)
- CFTC Soybeans speculative net positions (previous: 112.8K)
- CFTC Wheat speculative net positions (previous: -49.7K)
- Capacity Utilization Rate (consensus: 76.2%, previous: 76.2%)
- Export Price Index (previous: 1.3%)
- Export Price Index (previous: 11.2%)
- Housing Starts (consensus: 1.320M, previous: 1.177M)
- Housing Starts (previous: -15.4%)
- Import Price Index (consensus: -0.4%, previous: 1.9%)
- Import Price Index (previous: 6.7%)
- Industrial Production (consensus: 0.2%, previous: 0.1%)
- Industrial Production (previous: 1.67%)
- Manufacturing Production (previous: 0.0%)
- Michigan 1-Year Inflation Expectations (previous: 4.6%)
- Michigan 5-Year Inflation Expectations (previous: 3.3%)
- Michigan Consumer Expectations (previous: 50.7)
- Michigan Consumer Sentiment (consensus: 51.4, previous: 49.5)
- Michigan Current Conditions (previous: 47.7)
- U.S. Baker Hughes Oil Rig Count
- U.S. Baker Hughes Total Rig Count
^^^^2026-07-16

TSM report

Just buy TSM

Why is TSM down? Was guidance bad or did market not like capex?

TSM breaking records? Dump it.

was TSM constructive for memory and that’s why it’s drilling?

TSM record profit, raises guidance, and blows past estimates. Dump it! 🤡

TSM's Q3 profit/margin guide should hit TSM's stock, but the Q3 revenue guide (above expectations, and accelerating) should lift AMD.
Dumb algos.

That should make TSM big green ay?

So, TSM is down because, unlike the memory names, they are actually massively increasing production capex as a percent of income to meet demand.

Why TSM dumping? Did everyone stop buying chippies?

Why TSM tank on good earning

not liking this price aciton this morning. 510.25 :o on the backs of TSM!

Damn I really thought TSM would hold steady and just be flat
RIP 🪦

RIP, TSM never goes up after earning, like NVDA and semi are getting a beating the past month so a double whammy to yolo…
BUT GL the premarket is playing tricks on us and Fake Jesus also announces world peace as well!

TSM “good enough” = catastrophic overreaction. Expecting another juicy unwind today

What a wipeout on TSM. GUH max

don't understand why you're getting downvoted. You're spot on. I have MSFT, GOOGL & AMZN bought at $375, $363 and $239 and I plan on holding these bad bois long term.
As far as semis go I'd love to own TSM, NVDA and ARM however I'm waiting on them to fall. For me it worked out perfectly because I bought when there was blood on the streets. Especially on Microsoft.
There are a lot of opportunities in the market, however I'd keep some cash on the side as well in case of a market crash.

Ayooo TSM woke up

TSM beat earnings and everyone's still calling the top. Am I missing something?