TSMC explores Terafab talks: TSMC stock gains 1.13 percent
Published on 10/05/2026 at 12:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TSMC stock was trading at EUR 426.00 at Lang & Schwarz on October 5, 2026 at 12:09 p.m. CEST, up 1.13 percent from the prior close of EUR 421.25. The immediate company story is a reported exploration of a potential Terafab partnership and Texas manufacturing project, as TrendForce reported on October 5, 2026.
Texas talks meet rising investment
TrendForce said the discussions could involve a new fab in Texas, with possible structures ranging from TSMC operating the facility to partners taking equity stakes or committing to wafer purchases. The report also cited TSMC's 2026 capital expenditure guidance of USD 60 billion-USD 64 billion and a planned USD 100 billion addition to its Arizona investment program.
That combination gives the Terafab story a measurable financial backdrop. More capacity could support artificial intelligence demand, while overseas fabs and new process ramps increase depreciation and startup costs.
Third-quarter targets set the test
For the third quarter of 2026, TSMC guides revenue to USD 44.6 billion-USD 45.8 billion and gross margin to 65.00 percent-67.00 percent, according to TrendForce. JPMorgan's cited view places revenue at USD 45.8 billion and gross margin at 66.80 percent, putting the upper end of management's range at the center of expectations.
The comparison with the second quarter is demanding. TSMC reported USD 40.2 billion of revenue in the second quarter of 2026, while the midpoint of its third-quarter guidance is USD 45.2 billion, a sequential increase of 12.44 percent.
October 15 brings the next checkpoint
TSMC's third-quarter 2026 earnings are scheduled for October 15, 2026. Markets Insider reported on October 2, 2026 that analysts expect adjusted earnings per share of USD 4.40, up 54.00 percent from USD 2.84 in the year-earlier quarter, alongside revenue of USD 45.30 billion.
The market is therefore balancing expansion potential against execution costs. At Lang & Schwarz, the euro quote stood at EUR 426.00 on October 5, 2026 at 12:09 p.m. CEST, while the primary-listing reference showed a 52-week USD range of USD 266.82 to USD 479.00 as of October 2, 2026.
TSMC stock stays near its yearly high
TSMC stock was trading at EUR 426.00 at Lang & Schwarz on October 5, 2026 at 12:09 p.m. CEST, plus 1.13 percent versus the EUR 421.25 prior close at Lang & Schwarz dated October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of TSM stock.
TSMC stock facts
- Company: Taiwan Semiconductor Manufacturing Company Limited
- ISIN: US8740391003
- Ticker: TSM
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 5, 2026, 12:09 p.m. CEST): EUR 426.00
- Change versus prior close: plus 1.13 percent
- Prior close Lang & Schwarz (October 2, 2026): EUR 421.25
- Market capitalization: USD 2.5 trillion (as of October 2, 2026)
- 52-week range: USD 266.82-USD 479.00 (as of October 2, 2026)
- Sector / Industry: Information Technology / Semiconductors and Semiconductor Equipment
- Next earnings date: October 15, 2026
