Taiwan Semiconductor Manufacturing Company (TSMC) is set to report earnings on July 16, 2026, marking the start of a critical earnings season for tech companies. Investors are eager for insights into capital expenditure trends for AI hyperscalers following recent comments from Meta about offloading excess AI computing power.
TSMC holds approximately 60% of the global chip foundry market and 90% of advanced semiconductor manufacturing. It served 534 customers and manufactured 12,682 products for various applications in 2025. The company projects a revenue growth of 30% in 2026 and 32% growth in FY26, reaching around $205 billion by FY27.
In the tech sector, S&P 500 earnings are expected to grow by 24% year-over-year for Q2, while total tech sector earnings may increase by 48.5% on a 28% rise in revenues. TSMC’s upcoming report will provide vital insights for Wall Street, especially regarding expectations for major AI players like Nvidia.
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