TSMC Earnings Before the Open: A Historic EPS Streak at Stake
As seen on the 24/7 Wall St. homepage on October 15, 2026.
Twenty straight quarters of EPS beats land on the line before the open today, with consensus at $4.46 and revenue of $1.45T. The world's foundry monopoly sets the tone for every AI chip name that trades after it.
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Taiwan Semiconductor Manufacturing Company heads into its October 15 earnings report carrying twenty straight quarters of beating analyst expectations on earnings per share, so the bar is already elevated.
The before-the-open timing means the result lands before U.S. markets begin trading, giving every AI chip-adjacent stock a direction to trade against from the first bell. TSMC is the foundry behind the chips powering the AI buildout, so its revenue trajectory functions as a real-time gauge of how much silicon the industry is actually pulling through.
A beat extends the streak and reinforces the view that AI infrastructure spending remains on solid footing. A miss or cautious outlook, even against a technically in-line number, would ripple quickly through names that depend on that foundry capacity.
Whether the streak reaches twenty-one consecutive quarters is the single question the market is waiting to answer this morning.