TSM stock news
The gist
TSMC posted September sales of 511.86 billion NTD and Q3 revenue of 1.49 trillion NTD.
Its Oct 15 results test whether the AI boom still holds.
How it unfolded
- Sep 30, 20265,852 and 7,036 common shares previously held indirectly through the ESPP Trust and LTI Trust were transferred to an account directly held by VP Tzu-Sou Chuang.
- Oct 6, 2026Barclays raised its TSMC target from USD 650.00 to USD 665.00 while maintaining an overweight rating; management guided for third-quarter revenue of USD 44.60 billion to USD 45.80 billion and gross margin of 65.00% to 67.00%.
- Oct 7, 2026The ESPP administrator purchased 46 common shares for VP Tzu-Sou Chuang at $79.39 per share; he held 1,516,228 common shares directly.