Taiwan Semiconductor Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
38.0%projected annual EPS growth
Analyst Coverage
18analysts covering
FY EPS (est.)
$0.52next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 15 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Year-to-date consolidated net-revenue growth year over year (%) Monthly37.0%Target: Remain at or above the issuer's strategic objective of approaching 25% U.S.-dollar revenue CAGR over 2024-2029
Third-quarter 2026 gross-margin guidance (%) QuarterlyTarget: 65.5%-67.5%
Quarterly cash dividend per common share (NT$) Quarterly7.0Target: Not lower than the preceding quarter, consistent with TSMC's dividend policy
Watch Items
- Revenue momentum relative to TSMC's medium-term strategic growth objectiveAction: Reassess whether AI and leading-edge demand remain sufficient to support the strategic growth trajectory.
- Gross-margin delivery against third-quarter 2026 guidanceAction: Review management's margin bridge, utilization, foreign-exchange effect, process mix, and overseas-fab dilution.
- Execution of the N2-family technology roadmapAction: Determine whether any delay is caused by technology readiness, yield, customer schedules, or weaker demand.
Research as of 29 Aug 2026