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TSMC References

Based only on Wisburg research notes, company research and earnings-call summaries published Oct 15-22, reviewed through Oct 22 at 1:09 a.m. China time. These are mediated summaries, not independently verified original disclosures. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results.

  1. [1]

    TSMC Q3 2026 earnings-call summary

    TSMC earnings-call summary via Wisburg Note published

    Wisburg earningscalls #110170. English title adapted from the note; subscription source.

  2. [2]

    TSMC: faster capacity ramp, relatively flat gross margins

    JPMorgan via Wisburg Note published Underlying report Oct 16, 2026

    Wisburg company-reports #110142. English title adapted from the note; subscription source.

  3. [3]

    TSMC: capacity expansion in focus as AI demand stays strong

    HSBC via Wisburg Note published Underlying report Oct 15, 2026

    Wisburg company-reports #110248. English title adapted from the note; subscription source.