TSMC’s October 15 earnings call puts Nvidia, Broadcom and AMD investors on watch

Nvidia, Broadcom and AMD design some of the most sought-after chips in the AI boom. Taiwan Semiconductor Manufacturing Company (TSMC) is the one that builds them. That is why TSMC’s third-quarter 2026 earnings call, set for October 15 at 2:00 a.m. ET, matters well beyond Taiwan. Few calls offer a clearer view of AI chip demand than the one hosted by the company doing the actual manufacturing. What TSMC has already told the market For the third quarter, TSMC expects revenue between $44.6 billion and $45.8 billion. At the midpoint, that works out to a 12% gain over the prior quarter and 37% growth compared with the same period a year earlier. Those figures build on a strong second quarter. TSMC booked $40.2 billion in Q2 2026 revenue, up 33% year-over-year. The company is also guiding for gross margins between 65% and 67% in Q3. Wall Street appears to largely agree with management. Consensus estimates put Q3 revenue at $45.8 billion, the top of TSMC’s own range. Earnings per share are expected to land around $4.39. When analysts peg their revenue expectations at the high end of guidance, the bar is set. Matching it may not be enough to impress anyone. Why the AI chip trio is paying a...