TSMC Q4 Preview: Bullish, But Memory Inflation Could Break The 2026 Growth Story [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
Check Earnings Report
US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
Company Research
Source: Seeking Alpha
HBM demand is squeezing supply, which could push Q1 2026 DRAM/NAND prices up by up to 55%–60% for DRAM and 33%–38% for NAND. So what? Smartphones were 30% of Q3 revenue. Higher handset prices could cool consumer demand in 2026, leading to disappointments from a guidance perspective. I believe the risk/reward is still skewed to the upside. Q4 revenue came in above the Street's projections, and I don't see why Q4 margins would disappoint next week. Overall, I reiterate my strong buy rating heading into Q4, as the AI growth story remains intact. JHVEPhoto/iStock Editorial via Getty Images In my last coverage on Taiwan Semiconductor Manufacturing Company Limited ( TSM ), I reiterated a strong buy into Q3 earnings on the view that AI/HPC-driven demand and tight leading-edge capacity would hold up the bull case. My view has largely played This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies menti
Show less
Read more
Impact Snapshot
Event Time:
TSM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
TSM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
TSM alerts
High impacting Taiwan Semiconductor Manufacturing Company Ltd. news events
Weekly update
A roundup of the hottest topics
TSM
News
- Trump Team Nears Taiwan Trade Deal With More US Chip Investment [Yahoo! Finance Canada]Yahoo! Finance Canada
- Jim Cramer on Taiwan Semi: “It Should Be a Monster Quarter, But I Think Everyone Knows That” [Yahoo! Finance]Yahoo! Finance
- Trump Team Nears Taiwan Trade Deal With More US Chip Investment [Yahoo! Finance]Yahoo! Finance
- Move Over, AI Stocks: Wall Street Is Likely to Welcome a New Member to the Trillion-Dollar Club in 2026 [Yahoo! Finance]Yahoo! Finance
- Mar Vista U.S. Quality Q4 2025 Portfolio Update [Seeking Alpha]Seeking Alpha
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- 12/23/25 - Form 6-K
- TSM's page on the SEC website