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TSM Eyes All-Time High on Robust Q2 Revenue and AI Chip Demand

Jul 15, 2026, 2:16 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Consistent earnings-beat history (12 revenue, 15 EPS) and AI-chip demand tailwinds support upside risk into earnings and into H2; price already near mid-range with potential to push toward highs if guidance is positive.

AI summary

What happened, with direct paths to the underlying reporting

TSM is expected to post a strong Q2, with revenue forecast at $39.76B and EPS of $3.77, marking potential all-time highs. Growth is driven by AI-chip demand, demonstrated by June revenue up 6.2% MoM and 67.9% YoY. Guidance for H2 could set the stock’s near-term direction.

TSM Q2 revenue estimate: $39.76B; EPS $3.77; record quarter likely.
12 straight quarters beating revenue estimates; 15 straight EPS beats.
June revenue up 6.2% MoM; up 67.9% YoY on AI chip demand.
H2 outlook update could move shares; price at $419.40.

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