TSMC Forecasts 37.6% Revenue Expansion to $45.54B on Foundry Demand
Resolved · earnings · Occurred · Assessed · 1 sources
This assessment is dated 2026-09-19. Check what remains unresolved below before relying on it.
Does the new outlook change what the company is worth?
Advanced node wafer fabrication revenue of $45.54B flows directly into leading-edge semiconductor gross margins and foundry supply availability.
| Question | What the evidence establishes |
|---|---|
| What was reported? | Reported factTSMC shares closed up 1.02% at $434.67. |
| What else was confirmed? | Reported factAnalyst consensus forecasts TSMC quarterly revenue of $45.54 billion, representing 37.59% year-over-year growth. |
| Does the valuation support acting? | Interpretation5 stored valuation assumptions for TSM; the latest is dated 2026-09-09. |
| What would change the assessment? | UnknownTSMC quarterly revenue report — Monitor actual reported revenue against the $45.54 billion consensus estimate. |
What would this event cost your holdings?
Apply your own hypothetical returns to current holding values. The calculator does not infer security effects from this event.
Test this event against my holdingsReported facts
- · TSMC shares closed up 1.02% at $434.67.
- · Analyst consensus forecasts TSMC quarterly revenue of $45.54 billion, representing 37.59% year-over-year growth.
- · TSMC EPS is projected at $4.45, reflecting a 52.4% year-over-year increase, trading at a forward P/E of 26.
Public research record
Research framework · page evidenceCompleted event assessment
leading-edge wafer revenue expansion to $45.54B lifting fab profitability
| Type | Claim | Scope |
|---|---|---|
| Assumption | TSMC shares closed up 1.02% at $434.67. | 2026-09-19 |
| Interpretation | leading-edge wafer revenue expansion to $45.54B lifting fab profitability | TSM |
Countercase, invalidators, and sources
Quarterly results confirm revenue above $45.54B, expanding operating margins through higher leading-edge node pricing.
- · TSMC quarterly revenue report — Monitor actual reported revenue against the $45.54 billion consensus estimate.
- TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know · 2026-09-18
What remains unresolved
- Base path
- TSMC meets $45.54B revenue and $4.45 EPS consensus with stable fab utilization rates.
- Adverse path
- Wafer shipment delays or inventory adjustments compress quarterly revenue below the 37.6% growth trajectory.
- Supportive path
- Quarterly results confirm revenue above $45.54B, expanding operating margins through higher leading-edge node pricing.
- · TSMC quarterly revenue report — Monitor actual reported revenue against the $45.54 billion consensus estimate.next month
Evidence
- TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know2026-09-18
“TSMC (TSM) closed at $434.67, up 1.02%... forecasted to report EPS of $4.45 (up 52.4% YoY) and revenue of $45.54 billion (up 37.59% YoY)... Forward P/E of 26”
Supports: TSMC closed at $434.67 (+1.02%), with forecasted quarterly EPS of $4.45 (+52.4%) and revenue of $45.54B (+37.59%) at 26 forward P/E.