Intelligence Feed event · Equity · 2026-10-03

    TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings Report

    Question

    TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings Report

    Direct answer

    Taiwan Semiconductor Manufacturing Company closed at $472.78 after a 2.96% daily rise, extending month-over-month performance to 10.12%. Market participants are positioning ahead of scheduled Q3 results on October 15. Consensus projections anticipate EPS of $4.45 on $45.62 billion in revenue. Key metrics will include leading-node fab capacity utilization rates and packaging allocation for major fabless semiconductor designers.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-03
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings Report”, revision 1, evidence through 2026-10-03. https://marketontology.com/market-events/2026-10-03/tsmc-advances-10-1-over-30-days-ahead-of-october-15-q3-earnings-report-cb3ced

    EQUITY
    TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings Report
    Taiwan Semiconductor Manufacturing Company closed at $472.78 after a 2.96% daily rise, extending month-over-month performance to 10.12%. Market participants are positioning ahead of scheduled Q3 results on October 15. Consensus projections anticipate EPS of $4.45 on $45.62 billion in revenue. Key metrics will include leading-node fab capacity utilization rates and packaging allocation for major fabless semiconductor designers.
    TSMNVDA
    Impact
    78
    OCT 3
    SIG
    85%
    TSMNVDA
    TSMC Advances 10.1% Over 30 Days Ahead of October 15 Q3 Earnings Report
    Taiwan Semiconductor Manufacturing Company closed at $472.78 after a 2.96% daily rise, extending month-over-month performance to 10.12%. Market participants are positioning ahead of scheduled Q3 results on October 15. Consensus projections anticipate EPS of $4.45 on $45.62 billion in revenue. Key metrics will include leading-node fab capacity utilization rates and packaging allocation for major fabless semiconductor designers.
    → Leading-edge foundry wafer utilization and advanced packaging pricing power transmit into higher gross margins for TSM and upstream equipment billings.
    Impact
    Taiwan Semiconductor Manufacturing Company closed at $472.78 after a 2.96% daily rise, extending month-over-month performance to 10.12%. Market participants are positioning ahead of scheduled Q3 results on October 15. Consensus projections anticipate EPS of $4.45 on $45.62 billion in revenue. Key metrics will include leading-node fab capacity utilization rates and packaging allocation for major fabless semiconductor designers.
    Affected
    TSMNVDA
    Transmission
    Leading-edge foundry wafer utilization and advanced packaging pricing power transmit into higher gross margins for TSM and upstream equipment billings.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    TSMadvanced node wafer pricing power and fab utilization leverageUp1-4wTSMC closed at $472.78 with Q3 consensus EPS expected to grow 52.40% on $45.62B in revenue.
    NVDAfoundry wafer allocation and packaging volume pass-throughUp1-4wTSMC provides advanced packaging and leading-node capacity for AI accelerator production.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    TSMUpdisagreed472.78 2026-10-02+2.75%-4.12%Pending
    NVDAUpdisagreed233.95 2026-10-02+2.12%-2.00%Pending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

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