By Joel South
Publication Date: 2026-10-05 13:47:00
TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The reason comes down to how much Wall Street still has…
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From the moment Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) reports before the open on October 15, 2026 through the market close on November 25, the last session before Thanksgiving, we expect Broadcom (NASDAQ:AVGO) to outperform NVIDIA (NASDAQ:NVDA).
The reason is not whether TSMC beats third-quarter earnings estimates. Investors will already know revenue for all three months of the quarter before the call. What matters is what the world’s largest advanced-chip manufacturer says about AI demand, capacity and advanced packaging heading into 2027.
Forget the Quarter. TSMC’s 2027 Outlook Is What Matters
TSMC reports monthly revenue, so investors already know July sales jumped 44.7% year over year and August sales rose 53.3%. September revenue is scheduled for October 8, a full week before earnings.
TSMC has guided for third-quarter revenue of $44.6 billion to $45.8 billion. That makes the reported sales number less important than what management says about the demand it sees further out.
Few companies have more riding on that outlook than NVIDIA and Broadcom. NVIDIA lists TSMC among the foundries…
