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TSMC Q2 2026 Earnings: Record Revenue & Net Income

TechPowerUp News •
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TSMC reported record Q2 2026 results, posting consolidated revenue of NT$1,270.38 billion and net income of NT$706.56 billion. Diluted earnings per share reached NT$27.25 (US$4.31). Revenue rose 36.0% YoY, while net income and EPS climbed 77.4%.

In U.S. dollars, revenue was US$40.20 billion, up 33.7% year‑over‑year and 12.0% from Q1. Gross margin hit 67.7%, operating margin 60.3%, and net profit margin 55.6%. Shipments of 2‑nanometer, 3‑nanometer, 5‑nanometer, and 7‑nanometer wafers were 3%, 30%, 33%, and 11% of total wafer revenue, respectively, with advanced technologies (7nm+) accounting for 77%.

Senior VP and CFO Wendell Huang said the quarter was driven by strong demand for leading‑edge process technologies and anticipates a continued ramp‑up of 2‑nanometer in Q3. Management projects Q3 revenue of $44.6‑45.8 billion, gross margin 65‑67%, and operating margin 56‑58% at an exchange rate of 1 USD = 32 NT.

TSMC remains the global leader in semiconductor manufacturing, with its advanced nodes sustaining growth.