TSMC

Oct 22, 2026

Motley Fool columnist projects TSMC ADR could reach about $1,219 by 2030

The Motley Fool columnist Harsh Chauhan said Taiwan Semiconductor Manufacturing Co. ADRs could climb to roughly $1,219 by 2030, implying a near threefold increase based on his model. His case rests on TSMC’s stronger-than-expected third-quarter results, a fourth-quarter revenue outlook of $52.3 billion to $54.3 billion, and earnings assumptions that extend the company’s recent growth trajectory. TSMC reported third-quarter revenue of $46.72 billion, up 41.2% year over year, while net profit rose 68.7% and ADR EPS reached a record $4.60. The company also raised its full-year U.S. dollar revenue growth forecast to about 44% from about 38%. Chauhan also pointed to the mix shift toward advanced nodes. Sub-7nm process technologies accounted for 79% of wafer revenue in the third quarter, with 3nm at 33%, 5nm at 28%, and 2nm at 8%. He argued 2nm could support long-term revenue and profit growth, citing market reports that 2nm pricing is about 50% above 3nm. He also referenced reports that TSMC may raise advanced-node and advanced-packaging prices next year, while noting the company has not formally announced any price increase.

400

TSMC

Oct 15, 2026

TSMC heads into Oct. 15 earnings with AI demand, margins and capex in focus

Taiwan Semiconductor Manufacturing Co. will report third-quarter 2026 results on Oct. 15, with management set to hold its earnings call at 2:00 p.m. Taiwan time. Revenue is no longer the main mystery. Based on TSMC’s monthly sales disclosures, third-quarter revenue reached NT$1.49424 trillion, which converts to roughly $46.7 billion under the company’s guidance exchange rate of NT$32 per U.S. dollar, above the top end of its prior $44.6 billion to $45.8 billion forecast range. That shifts investor attention to a narrower set of questions: whether gross margin stayed resilient while 2-nanometer production ramped, how strong fourth-quarter guidance will be, and whether capital spending could move closer to the upper end of the company’s revised 2026 budget. TSMC had previously guided for third-quarter gross margin of 65.0% to 67.0% and operating margin of 56.0% to 58.0%, both below second-quarter levels, while CFO Wendell Huang said the 2nm ramp would dilute gross margin by about 3 to 4 percentage points in the second half. The report also lands after weakness in AI hardware shares. Lumentum and Ciena each fell about 10% on Oct. 12, while TSM ADR closed at $444.35, down 1.98% and marking a third straight daily decline. With high-performance computing accounting for 66% of TSMC’s second-quarter revenue, management commentary on AI demand, advanced packaging capacity and capex is likely to be watched closely across the chip sector.

1120

TSMC

Oct 12, 2026

Ahead of TSMC earnings, one on-chain account holds more than $1.37 million in TSM perpetual longs

Taiwan Semiconductor Manufacturing Co. is scheduled to report its third-quarter earnings on Oct. 15, with Bloomberg estimating Q3 revenue at about TWD 1.49 trillion, or roughly $46.7 billion, up 51% year over year and above both market expectations and the upper end of prior guidance. Market attention is centered on whether volume growth in advanced process nodes can keep pushing results past expectations, with 2nm viewed as a key growth driver. Bank of America estimates 2nm revenue contribution will rise from 3% in the second quarter to about 11% in the third quarter and 18% in the fourth quarter, while warning that yield ramp-up and overseas expansion could weigh on gross margin. According to TradingBeats, the TSM perpetual contract on Hyperliquid was last at $455.16, with about $563,000 in 24-hour volume and roughly $7.71 million in open interest notional value. Before the earnings release, address 0xfd6a…7737 was holding about 3,001 TSM perpetual long contracts worth around $1.37 million at an average entry price of about $437.5.

680

Gate

Oct 12, 2026

Gate completes USDT dividend payouts for 145 U.S. stocks and ETFs

Gate has completed cash dividend distributions for 145 U.S. stock and ETF underlyings, including Taiwan Semiconductor Manufacturing Co. (TSM), Merck (MRK), Salesforce (CRM), Altria (MO), the Invesco QQQ Trust (QQQ), and NXP Semiconductors (NXPI), according to an official company announcement cited by Odaily. The exchange said it settled the corresponding dividends in USDT based on users’ positions, with the full process handled automatically and no additional action required from users. The distribution covers eligible U.S. equity and ETF products with corporate payment dates running from Oct. 5, 2026 to Oct. 9, 2026. Gate said the covered names span a wide set of sectors, including technology and semiconductors, financial services, energy, consumer goods, healthcare, industrial manufacturing, real estate investment trusts, utilities, materials, media and entertainment, telecommunications, and strategy ETFs.

520

OKX

Oct 9, 2026

OKX lists tokenized stocks and stock perpetuals tied to UNH, JNJ, ASML and TSM

OKX has announced the listing of tokenized stocks and stock perpetual contracts linked to UNH, JNJ, ASML and TSM, according to a Techub News update citing @okx. The exchange said the products support 24/7 trading. OKX also said users can trade the related assets before the underlying market opens. The update did not disclose additional launch details beyond the listed names and trading availability. The item was published by Techub News under the market analysis category.

610

Serenity

Sep 14, 2026

Serenity says leading AI labs are unlikely to slow development, rejects AI stock crash calls

Serenity said on Sept. 14 that leading AI labs such as OpenAI and Anthropic are highly unlikely to deliberately slow the pace of development. In its view, much of the regulation these firms seek amounts to regulatory capture aimed at slowing competitors, while public statements about easing development are largely performative. Serenity also pushed back on claims circulating on X that AI-related stocks including NVDA and TSM are about to collapse. It argued that tight memory and chip supply chains are set to persist through 2031, a sign that competition for the resources needed to build AI is still intensifying rather than cooling. The comments were reported by BlockBeats.

1400

TSMC

Sep 7, 2026

Motley Fool column says TSMC could reach a $3 trillion valuation by late 2028

A column from U.S. financial outlet The Motley Fool argues that Taiwan Semiconductor Manufacturing Co. (TSMC, NYSE: TSM) could see its market capitalization climb to $3 trillion by the end of 2028. Based on a current valuation of about $2.2 trillion, that would require roughly 35% growth over the next two years and four months, implying an ADR price near $580. The core assumption in the calculation is not a higher valuation multiple. Instead, the article says the target can be reached if TSMC’s earnings compound at about 14% annually while its price-to-earnings ratio stays unchanged. The piece points to TSMC’s second-quarter results, a second upward revision to its full-year outlook, and a higher capital spending plan as factors that support the case. At the same time, it flags concentration risk tied to AI infrastructure demand, with high-performance computing accounting for 66% of second-quarter revenue, and notes that margin pressure or multiple compression could make the path harder even if revenue keeps rising.

1340

Jeffrey Huang

Sep 2, 2026

Machi Big Brother Launches TAIWAN on Robinhood Chain With TSM as Its Main Trading Pair

Machi Big Brother, the public persona of Jeffrey Huang, has launched Taiwan Coin (TAIWAN) on Robinhood Chain, and the market reaction has centered less on the meme token’s theme than on how it trades. Instead of pairing primarily against ETH or a stablecoin, TAIWAN’s main market is against TSM, a stock token on Robinhood Chain that offers economic exposure to Taiwan Semiconductor Manufacturing Co. That structure lets traders buy and sell a meme token directly with a tokenized stock product, turning the TAIWAN/TSM pool into a live example of how tokenized assets can be used as pricing units and liquidity assets rather than simple wrappers. According to on-chain data cited by ABMedia, Huang minted TAIWAN through machibigbrother.eth at 1:46 a.m. Taipei time on Sept. 1. Market data showed the token’s value jumped within five minutes of launch, with peak estimates ranging from about $1.07 million to $1.59 million depending on how different charting tools calculated last price, circulating supply, and pool pricing. By the morning of Sept. 1, the market value had fallen to roughly $180,000, implying a decline of nearly 88% from the $1.59 million peak. The report places the launch in the context of Robinhood Chain’s broader push into programmable tokenized markets, where stock tokens can be traded around the clock, used in lending pools, posted as collateral, and paired directly with other ERC-20 assets.

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