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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Next Earnings Date & Options-Implied ±8.3% Move

$431.81 -1.75% NYSE • Public Delayed / 60s Snapshot

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $2.24T

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+

Each axis scored 0–20

12M PRICE TARGET CONE+3.6% Base Target

WHALE OPTIONS TUG-OF-WAR:50% Call Buyers ($92.5M)

50% PutsMax Pain: $423.00

NEXT EST. REPORT: Upcoming Quarter (~28 DAYS)

Options-Implied Post-Earnings ±8.3% Bell Curve

±$35.84 Expected Swing

TRADER CROWD SENTIMENT POLL

Will TSM Beat & Rip or Miss Next Quarter?

Trailing EPS: $19.88 • YoY Revenue Growth: -3.3%

51% Bullish Beat49% Bearish Miss

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TSM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +2.54%📐 HORIZONTAL RANGE

2026-10-30O $414.1H $418.1L $400.1C $406.1VOL 21.91M

RES: $489.9SUP: $355.8SMA50: $434.9SMA200: $400.2

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TSM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 TSM Butterfly Map → + Track TSM →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

15.4%/yr Implied 5Y Growth

vs. -3.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

TRIGGERED · CoWoS Leader Ascending Channel

Trigger: $425.33 • Invalidation: $402.45

🦋 Documented & Second-Order Butterfly Connections Open Graph →

TSM → AAPL Confirmed Filing

Apple sources 100% of custom A-series iPhone SoCs, M-series Mac/iPad processors, and Private Cloud Compute silicon from TSMC leading-edge 3nm (N3B/N3E) and upcoming 2nm nodes.

TSM → AMD Confirmed Filing

AMD relies on TSMC 5nm/4nm/3nm logic wafers and CoWoS packaging to manufacture EPYC Turin data-center CPUs and Instinct MI300X/MI325X/MI355X AI GPU chiplets.

LRCX → TSM Confirmed Filing

3D chiplet stacking, through-silicon vias (TSVs) in HBM, and Gate-All-Around selective atomic-layer etching sharply increase Lam Research etch and deposition intensity per wafer start.

AI Analyst Theses, Washington Policy & Company Video 💡 Starter Kit: Advanced Foundry, HBM & Custom Silicon (mara-quenwick) 🏛️ ENACTED_FINAL_RULE: BIS Export Administration Regulations: Advanced AI Compute & HBM Semiconductor Controls (Department of Commerce — Bureau of Industry and Security (15 CFR Parts 734, 740, 744)) 🏛️ ENACTED_FINAL_RULE: CHIPS Direct Funding Agreements & Treasury Section 48D 25% Semiconductor Investment Tax Credit (Department of Commerce (CHIPS Program Office) & U.S. Treasury / IRS (26 CFR Part 1)) 🎬 Curated Video: Nvidia Data-Center Revenue & AI Accelerator Margin Breakdown Post-Earnings (CNBC Television) →

TSM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is TSM's next earnings date?

Based on SEC filing cadence, Taiwan Semiconductor Manufacturing Company Ltd. (TSM)'s next quarterly earnings window is estimated around Upcoming Quarter.

How much is TSM stock expected to move on earnings?

Options markets currently imply a ±8.3% post-earnings move for TSM, projecting a trading range between $395.97 and $467.65.

Direct Sub-Reports: TSM RQD Cockpit TSM 12M Forecast TSM Earnings & Move TSM Dividends & DRIP TSM Insiders & 13F TSM Whale Options TSM Profit Sankey TSM News & Why