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TSMC's[2][3] own teleconference notice reads "TSMC Third Quarter 2026 Earnings Conference Call ... Thursday, October 15, 2026, 02:00 - 03:30 a.m. Eastern Time / 14:00 - 15:30 p.m. Taiwan Time", so 06:00-07:30 UTC; the notice names no venue yet, so the pin sits at TSMC's headquarters.
The CFO says the third-quarter gross margin guide falls 1.7 points to 66% at the midpoint as the 2nm ramp dilutes it by about 3 to 4 points, and raises the 2026 capital budget to US$60-64 billion.[1]
TSMC's[1][2] calendar lists September 2026 monthly sales for 8 October and past results conferences on 15 January, 16 April and 16 July 2026; it does not yet list the 15 October call.
TSMC's[1][2][3] filing: August revenue of NT$514.81 billion (up 10.1% on July's NT$467.58 billion and 53.3% on a year earlier), NT$3,386.87 billion for January to August.
TSMC's[1][2][3] filed release gives the third-quarter 2026 guidance: revenue US$44.6-45.8 billion, gross margin 65-67% and operating margin 56-58% at 32 NT dollars to the US dollar.
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