From Seekingalpha · Gytis Zizys · · 50s
TSMC Q3 Earnings Preview
TSMC's Q3 earnings report shows strong AI growth potential and value opportunity.
In brief
TSMC's Q3 earnings report shows strong AI growth potential and value opportunity. TSMC is expected to report Q3 earnings with $4.46 EPS and $45.55B revenue, trading at a discount to its $620 fair value. Originally reported by Seekingalpha.
TSMC Q3 Earnings Report
Taiwan Semiconductor Manufacturing Company is due to report Q3 results on October 15th.
Analyst Projections
Analysts project TSMC will deliver $4.46 EPS and $45.55 billion revenue for Q3.
AI Growth Focus
TSMC management is expected to highlight ai upcycle, capacity expansion, and capex initiatives.
Fair Value Estimate
DCF analysis suggests TSMC's fair value is $620 per share, trading at a discount to current price.
Investor Position
Author holds a long position in TSMC shares and writes options for income.
The big picture
TSMC is expected to report Q3 earnings with $4.46 EPS and $45.55B revenue, trading at a discount to its $620 fair value.
