TSM earnings
Analysis, not adviceNext print
2026-07-16
cons 3.87 EPS / 39.85B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: HPC/AI platform revenue accelerates YoY ≥+50% with management reaffirming 2030+ sustained demand visibility, AND gross margin prints ≥57% signaling the Arizona cost dilution
Bull condition triggered: Management explicitly calls out new N2 customer wins from hyperscaler custom ASIC programs (Google TPU, AWS Trainium, Microsoft Maia successors), expanding the HPC revenue ba
＋2 more criteria on the deskfree trial · no cardFrom the desk's pre-read
TSM is scheduled to report Q2 2026 earnings on 2026-07-16; consensus (FMP) stands at EPS $3.80 · Revenue $39.91B.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.