TSMC — Company · TLDRocket

Signals

1 story (-67%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

7 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Sep 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

TSM · NYSE · last close $417.72 (16 Sep 2026)

+3.3% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

8 Sep TSMC invests in United States Funding

-0.8% next day, -0.4% vs S&P 500 · -5.8% over 5 trading days, -4.6% vs S&P 500
23 Jul Etched announced a $300 million Series C funding round led by Sequoia and a partnership to develop inference-optimized custom silicon and cluster systems Funding

— insufficient price data
1 Jul NVIDIA launches new business model and announces U.S. semiconductor infrastructure investment with international partners Partnership

— insufficient price data
26 Jun OpenAI releases GPT-5.6 with staggered rollout following Trump administration request for limited initial access Model release

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

TSM · daily closes

$417.72 +59.4% · 12 months 52-week high $479.00 · low $257.98

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +2.16%

Candlestick · last 30 trading days

Read TSM is up 59.4% over twelve months, trading -12.8% from its 52-week high ($479.00, 30 Jun) — the strongest month was April at +17.2%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

TSM · quarterly EPS

Next report Wed 14 Oct · after market close Q3 FY2026 est EPS 28.96 est revenue $1,479.4B 3 weeks from now

Q2 2026 latest

27.25 EPS

est 24.57 +10.9%

Q1 2026

22.08 EPS

est 21.14 +4.4%

Q4 2025

19.51 EPS

est 18.54 +5.2%

Q3 2025

17.44 EPS

est 16.15 +8.0%

The TLDRocket take Q2 2026 · written 5 Aug 2026

Four quarters, four beats, and the beats are getting bigger: +8.0% last quarter, +10.9% this one, EPS up from 17.44 to 27.25 in three quarters. That's not a company squeaking by estimates, that's analysts consistently underestimating how much of the AI buildout runs through one fab operator. TSMC doesn't just make chips, it makes almost everyone else's chips — Blackwell for NVIDIA out of the Arizona fab, first-silicon tape-outs for inference startups like Etched on the 4nm line, and enough banked die inventory to keep Huawei's Ascend line running even as U.S. export rules complicate the relationship. When your customer list includes both NVIDIA and a sanctioned Chinese chipmaker, you're not really picking sides in the AI race, you're the toll booth everyone has to pass through. The risk sitting underneath the beats is concentration and geopolitics rather than demand: SMIC is trying to scale up as a Huawei alternative, Samsung is bleeding foundry talent to SK Hynix over pay, and any of that could eventually chip away at TSMC's position, but nothing in this data suggests it's happening yet. What's thin here is any read on margins or capacity utilization — the EPS trend says demand is outrunning expectations, but we don't have the numbers to say whether that's pricing power, volume, or just easy comps against low estimates.

Read alongside: Amazon Web Services Blackwell Etched Ascend United States

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

C. C. Wei Vice Chairman & CEO
Y.P. Chyn EVP & Co-COO
Sylvia Fang VP Legal and General Counsel
Christopher Thomas President of TSMC Europe
H.-S. Philip Wong Chief Scientist, TSMC
Chris Horng - Dar Lin VP, Corporate Information Technology & Chief Information Officer
Wendell Huang Senior Director - Finance
Roger Luo President of TSMC China & President of TSMC Nanjing
Makoto Onodera President of TSMC Japan
T.S. Chang TSMC Fellow and VP, Operations / Advanced Technology and Mask Engineering
Connie Ma VP HR