Investors await Taiwan Semiconductor Manufacturing's (TSMC) third-quarter results, due October 15. Analysts expect revenue to meet or exceed the top of TSMC's guidance range of $44.6 billion to $45.8 billion.

Investors are also watching the company's forward-looking guidance. Commentary on gross margins, the fourth-quarter forecast, and the broader 2027 outlook will be critical.

Those projections depend heavily on sustained, robust demand for advanced AI chips and accelerated adoption of TSMC's next-generation 2nm process technology.