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TSMC

TSMC official investor relations, earnings, monthly revenue, and annual reports

Trust score
0 / 100
Track record
0 / 100
Thesis calls
6
Evaluated calls
0
Average return
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Win rate
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Past bets that played out

These are the clearest thesis calls with observable outcomes, linked back to the original videos.

INTCopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 52 / 100
Source: TSMC 2025 Annual Report Website
KLACopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 57 / 100
Source: TSMC 2025 Annual Report Website
LRCXopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 58 / 100
Source: TSMC 2025 Annual Report Website

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TSMC 2025 Annual Report Website

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TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

TSMC 2026 Q2 Quarterly Results - Taiwan Semiconductor Manufacturing Company Limited

Jul 15, 2026, 8:00 PM EDT

The source contains only a generic placeholder referencing TSMC’s 2026 Q2 materials (financial statements, presentation, management report, earnings release, transcript) with no actual results, guidance, KPIs, or commentary. It is therefore not actionable for trading beyond identifying the event exists.

TSMC 2026 monthly revenue - Taiwan Semiconductor Manufacturing Company Limited

Jul 12, 2026, 8:00 PM EDT

A generic notice that TSMC has a 2026 monthly revenue report (consolidated net revenue) on its IR website; it notes figures are unaudited and that reporting is consolidated under TIFRS since 2013. No actual revenue figures or growth rates are provided in the text, so there is no direct, tradable incremental information here.

Proof-backed call history

These are recent thesis calls tied to original source content where available.

INTCopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 52 / 100
Source: TSMC 2025 Annual Report Website
KLACopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 57 / 100
Source: TSMC 2025 Annual Report Website
LRCXopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 58 / 100
Source: TSMC 2025 Annual Report Website
AMATopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 60 / 100
Source: TSMC 2025 Annual Report Website
ASMLopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 66 / 100
Source: TSMC 2025 Annual Report Website
TSMopen

TSMC reports a strong 2025 driven by AI-related demand, with non-AI end markets bottoming and mildly recovering. Foundry 2.0 industry grew ~16% YoY; TSMC revenue +35.9% YoY with record revenue/EPS. Advanced nodes (7nm and below) remained robust; 3nm reached 24% of wafer revenue in 2025. 2nm (N2) entered high-volume manufacturing in 4Q25 with good yield and is expected to ramp quickly in 2026; extensions N2P and A16 are planned.

Mentioned: Jul 22, 2026, 8:14 AM EDTConviction: 73 / 100
Source: TSMC 2025 Annual Report Website

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TSMC official investor relations, earnings, monthly revenue, and annual reports

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