U.S. earnings season begins this week, with major banks starting to report from
tomorrow. While bank results will attract attention, AI demand remains the
primary market focus. Taiwan Semiconductor Manufacturing Co (TSMC) is under
particular scrutiny ahead of its Oct. 15 quarterly report. Analysts see EPS for
TSMC’s U.S.-listed shares at about $4.42 and expect net profit to rise roughly
65% to TWD 746.3 bln. Markets will watch TSMC’s assessment of AI chip demand and
whether customers plan further order increases, and whether the company can
sustain this growth into 2027.
