Taiwan Semiconductor Manufacturing (NYSE: TSM) reports Q2-2026 quarterly revenue exceeding $39.5 billion (July 16, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 16. July 2026
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Based on: Historical Cycle
Wall Street consensus for TSMC Q2-2026 revenue stands at approximately $40 billion (+33% YoY vs. $30.07B in Q2 2025). The $39.5B threshold is 1.25% below consensus. TSMC has beaten EPS consensus in four consecutive quarters with an average positive surprise of +8.34%; revenue estimates have also been regularly exceeded. Drivers: CoWoS advanced packaging demand from NVIDIA Blackwell Ultra and Apple iPhone 17 Pro; 3nm node at full utilization. Gross margin guidance 65.5–67.5%. TipRanks: 48 buy ratings, no sell.
Data basis for this prediction
- TSMC Q2 2026 Umsatzkonsens ca. 40 Mrd. USD, +33 % YoY (TipRanks/TechTimes, 11.07.2026)
- TSMC 4-Quartals-EPS-Beat-Streak, ø +8,34 % positive Überraschung (TipRanks, Stand 14.07.2026)
- NVIDIA Blackwell Ultra CoWoS-Nachfrage stützt TSMC-Kapazitätsauslastung (TechTimes, 11.07.2026)
- TSMC Q2 Ergebnis-Veröffentlichung: 16. Juli 2026, 14:00 Uhr Taipeh / 02:00 ET (StockTitan)
Verdict: Hit
[Vorzeitig entschieden] TSMC meldete Q2-2026-Umsatz von 40,20 Mrd. USD (>39,5 Mrd. USD). Quelle: TechPowerUp 'TSMC Reports Record Q2 2026 Earning Results' / SEC Form 6-K
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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✦ AI
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