TSMC (TWSE: 2330) reports August 2026 monthly consolidated revenue above NTD 380 billion (+30% YoY, published September 10, 2026, confirmed by TSMC press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 27. August 2026
·
Predicted for 10. September 2026
·
Based on: Statistical Pattern
TSMC benefits massively from AI chip demand (NVIDIA, Apple, AMD, Google TPU). Growth rates in H1 2026 were ~30–36% YoY. NVIDIA's Q2 FY2027 record revenue of $96.2B (already confirmed) relies on TSMC for essentially all high-performance GPU production. Metaculus forecasts TSMC growth >25% YoY as baseline. The NTD 380B threshold is a conservative extrapolation of recent monthly revenues given sustained CoWoS/N3 capacity utilisation.
Data basis for this prediction
- NVIDIA Q2 FY2027 Earnings: Umsatz 96,2 Mrd. USD; TSMC als Hauptfertiger (fortune.com / stocktitan.net, 27.08.2026)
- TSMC Monthly Revenue Reports H1 2026: +30–36 % YoY (twse.com.tw / Bloomberg, Stand Q2 2026)
- Metaculus: TSMC 2026 Revenue Growth Forecast >25 % YoY (metaculus.com, Stand Aug 2026)
Verdict: Hit
[Vorzeitig entschieden] TSMC erzielte im August 2026 einen Umsatz von NT$514,8 Mrd. (+53,3 % YoY) – deutlich über 380 Mrd. NTD und +30 % YoY. Veröffentlicht am 10. September 2026. Quelle: CNBC, Focus Taiwan, Tribune India.
💻 Technology
✦ AI
Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.