Quarterly ResultJul 16, 2026, 07:56 AM
TSMC Q2 EPS NT$27.25; Revenue US$40.2B, up 33.7% YoY
AI Summary
TSMC reported strong second-quarter 2026 financial results, with consolidated revenue reaching NT$1,270.38 billion (US$40.20 billion), marking a 36.0% year-over-year increase. Net income surged by 77.4% to NT$706.56 billion, and diluted EPS rose to NT$27.25. The company's advanced technologies, including 2nm, 3nm, 5nm, and 7nm, collectively contributed 77% of total wafer revenue. Looking ahead, TSMC anticipates continued strong demand for its leading-edge process technologies, projecting third-quarter 2026 revenue between US$44.6 billion and US$45.8 billion.
Key Highlights
- Q2 2026 consolidated revenue was NT$1,270.38 billion (US$40.20 billion), up 36.0% YoY.
- Q2 2026 net income was NT$706.56 billion, up 77.4% YoY.
- Q2 2026 diluted EPS was NT$27.25 (US$4.31 per ADR unit), up 77.4% YoY.
- Gross margin for Q2 was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%.
- Advanced technologies (7nm and more advanced) accounted for 77% of total wafer revenue.
- 2-nanometer technology contributed 3% of total wafer revenue in Q2.
- Q3 2026 revenue is expected to be between US$44.6 billion and US$45.8 billion.
- Q3 2026 gross profit margin is expected to be between 65% and 67%.
Price Impact
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