TSMC (NYSE: TSM) beats the Q2 2026 adjusted EPS consensus of approx. $2.25 per ADS on July 17, 2026
Pending
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 17. July 2026
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Based on: Historical Cycle
TSMC is the sole producer of the most advanced chip nodes (3nm, 2nm) for Apple, NVIDIA, AMD, and Broadcom. AI chip demand remains structurally at record highs: NVIDIA B200/H200 orders and Apple Intelligence chips fill TSMC capacity. Q2 2026 results expected around July 17 (analogous to Q1 on April 17, 2026). Analyst consensus approx. $2.25 EPS per ADS. TSMC beat EPS consensus in 14 of last 15 quarters. Open Cassandra predictions NVDA >$225 (July 18) and ASML beat (July 15) confirm the continuing semiconductor supercycle in Q2 2026.
Data basis for this prediction
- TSMC earnings calendar: Q2 2026 ca. 17. Juli 2026 (analog Q1-Muster am 17. April 2026)
- Analystenkonsens EPS Q2 2026: ca. 2,25 USD je ADS (Bloomberg/FactSet, Stand Juli 2026)
- TSMC Beat-Historie: 14 von 15 Quartalen (Earnings Whispers)
- ASML Q2-2026-Beat-Vorhersage (15. Juli) + NVDA >225 USD (18. Juli): Sektor-Momentum bestätigt
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
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💻 Technology
✦ AI
NVDA traded at ~$210.96 on July 11 (intraday high $211.00; 52-week high $236.54). Analyst price target: $301.62 average (61 analysts, Marketbeat, July 2026). The existing prediction 'NVDA above $200 on July 18' is nearly trivially met (current price already above). Closing above $225 requires a ~+7% rally in 6 trading days. Possible on positive AI sentiment newsflow ahead of Q2-FY2027 earnings (Aug 25), but unlikely without a strong catalyst.
💻 Technology
✦ AI
Samsung confirmed Galaxy Unpacked for July 22, 2026 in London ('A New Shape Unfolds'). Galaxy Z Fold 8, Z Flip 8 and two Galaxy Watches are confirmed. Forbes and TechRadar report Samsung 'possibly unveiling its first smart glasses'. The wearables market shows strong momentum (Meta Ray-Ban: >1M units in 2025, Google AR revival). Whether it's a commercial launch or concept preview remains uncertain. 42% probability reflects this uncertainty.