Taiwan Semiconductor Manufacturing Company Limited 2026 Q3 - Results - Earnings Call Presentation
Published . Updated .
This report is about semiconductors and Taiwan.
Directly affected
- TSM Taiwan Semiconductor Manufacturing+4.5% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+2.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+1.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- EWT iShares MSCI Taiwan ETF+5.9% 30d
iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).
- ASML ASML Holding N.V-8.0% 30d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia+1.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom+0.9% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- ASX ASE Technology Holding+2.0% 30d
ASE Technology Holding (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSM | +0.19% | -2.85% | base | +3.28% | +3.59% | after close | after close |
| SMH | +0.83% | -3.38% | base | +3.20% | +4.90% | after close | after close |
| SOXX | +1.63% | -3.37% | base | +4.10% | +6.05% | after close | after close |
| EWTNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +2.53% | -1.80% | base | +3.18% | +4.66% | after close | after close |
| NVDA | +0.19% | -1.73% | base | +0.94% | -0.31% | after close | after close |
| AVGO | +1.58% | -1.81% | base | +4.33% | +6.87% | after close | after close |
| ASXNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Taiwan Semiconductor Manufacturing Company Limited 2026 Q3 - Results - Earnings Call Presentation Seeking Alpha
Source: Seeking Alpha
Semiconductors
| Company | When | Move | Status |
|---|---|---|---|
| ASML | that day | +3.18% | final price |
| ASML | the next day | +4.66% | final price |
| ASML | three days earlier | -1.80% | final price |
| ASML | five days earlier | +2.53% | final price |
| AVGO | that day | +4.33% | final price |
| AVGO | the next day | +6.87% | final price |
| AVGO | three days earlier | -1.81% | final price |
| AVGO | five days earlier | +1.58% | final price |
| NVDA | that day | +0.94% | final price |
| NVDA | the next day | -0.31% | final price |
| NVDA | three days earlier | -1.73% | final price |
| NVDA | five days earlier | +0.19% | final price |
| SMH | that day | +3.20% | final price |
| SMH | the next day | +4.90% | final price |
| SMH | three days earlier | -3.38% | final price |
| SMH | five days earlier | +0.83% | final price |
| SOXX | that day | +4.10% | final price |
| SOXX | the next day | +6.05% | final price |
| SOXX | three days earlier | -3.37% | final price |
| SOXX | five days earlier | +1.63% | final price |
| TSM | that day | +3.28% | final price |
| TSM | the next day | +3.59% | final price |
| TSM | three days earlier | -2.85% | final price |
| TSM | five days earlier | +0.19% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 18 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 35 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 81 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 26 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 41 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the semiconductors case looks
12 out of 100
“Taiwan Semiconductor Manufacturing Company Limited 2026 Q3 - Results - Earnings Call Presentation” scores 12 out of 100. The score uses 1 sources.