Intelligence Feed event · Equity · 2026-10-03

    TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report

    Question

    TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report

    Direct answer

    Taiwan Semiconductor Manufacturing Co. enters its October 15 reporting date with consensus modeling EPS of $4.45 and quarterly revenues of $45.62 billion. The 37.83% projected top-line growth reflects sustained leading-edge foundry utilization across hyperscale accelerator customers. The equity has gained 10.12% over the trailing month, outperforming broader semiconductor benchmarks as investors price in high packaging capacity utilization and firm wafer contract pricing through 2027.

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

    Cite as: Market Ontology, “TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report”, revision 1, evidence through 2026-10-03. https://marketontology.com/market-events/2026-10-03/tsmc-q3-consensus-forecasts-52-4-eps-surge-ahead-of-october-15-report-046b08

    EQUITY
    TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report
    Taiwan Semiconductor Manufacturing Co. enters its October 15 reporting date with consensus modeling EPS of $4.45 and quarterly revenues of $45.62 billion. The 37.83% projected top-line growth reflects sustained leading-edge foundry utilization across hyperscale accelerator customers. The equity has gained 10.12% over the trailing month, outperforming broader semiconductor benchmarks as investors price in high packaging capacity utilization and firm wafer contract pricing through 2027.
    TSMNVDA
    Impact
    77
    OCT 3
    SIG
    88%
    TSMNVDA
    TSMC Q3 Consensus Forecasts 52.4% EPS Surge Ahead of October 15 Report
    Taiwan Semiconductor Manufacturing Co. enters its October 15 reporting date with consensus modeling EPS of $4.45 and quarterly revenues of $45.62 billion. The 37.83% projected top-line growth reflects sustained leading-edge foundry utilization across hyperscale accelerator customers. The equity has gained 10.12% over the trailing month, outperforming broader semiconductor benchmarks as investors price in high packaging capacity utilization and firm wafer contract pricing through 2027.
    → High-utilization advanced foundry wafer pricing and 3nm AI accelerator volume lift TSM gross margins and feed forward cash flow estimates for semiconductor equipment suppliers.
    Impact
    Taiwan Semiconductor Manufacturing Co. enters its October 15 reporting date with consensus modeling EPS of $4.45 and quarterly revenues of $45.62 billion. The 37.83% projected top-line growth reflects sustained leading-edge foundry utilization across hyperscale accelerator customers. The equity has gained 10.12% over the trailing month, outperforming broader semiconductor benchmarks as investors price in high packaging capacity utilization and firm wafer contract pricing through 2027.
    Affected
    TSMNVDA
    Transmission
    High-utilization advanced foundry wafer pricing and 3nm AI accelerator volume lift TSM gross margins and feed forward cash flow estimates for semiconductor equipment suppliers.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    TSMleading-edge wafer revenue expansion lifting quarterly operating marginsUp1-5dTSM closed at $472.78 with Q3 EPS projected at $4.45 on $45.62B revenue.
    NVDAfoundry wafer supply availability and advanced packaging throughputUp1-5dNvidia relies on TSMC advanced packaging for high-performance AI GPUs.

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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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