TSMC Board Greenlights Q2 Results, NT$7 Dividend, $29.4B Capex, and Sony JV
TSM sits 89% above its 52-week low of $223.7.
Summary
TSMC's board approved Q2 2026 earnings, a NT$7.0 per share dividend, US$29.4 billion in capital expenditures, and a new joint venture with Sony for image sensors.
Key Events · Earnings and Guidance · TSM
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Q2 2026 Financials Approved
The board approved Q2 2026 consolidated revenue of NT$1,270.38 billion and net income of NT$706.56 billion, with diluted EPS of NT$27.25.
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NT$7.0 Per Share Cash Dividend
A NT$7.0 per share cash dividend was declared for Q2 2026, with the ex-dividend date set for December 10, 2026 and payment on January 7, 2027.
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US$29.44 Billion Capex Plan
Capital appropriations of approximately US$29.44 billion were approved for advanced technology capacity, advanced packaging, mature/specialty technology, and fab construction.
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Sony Joint Venture for Image Sensors
The formation of a new joint venture with Sony Semiconductor Solutions for next-generation image sensors was approved, with an investment of up to ¥282 billion.
Analysis · TSM · Manufacturing
The board signed off on Q2 2026 results, with net income reaching NT$706.6 billion on revenue of NT$1.27 trillion, and declared a NT$7.0 per share cash dividend. In a move that underscores the company's aggressive capacity buildout to meet surging AI and high-performance computing demand, nearly US$29.4 billion in capital expenditures was approved to expand advanced technology and packaging capacity. A new joint venture with Sony for next-generation image sensors, backed by an investment of up to ¥282 billion, signals deeper collaboration in imaging technology. Shareholders can expect the dividend payment in January 2027.
At the time of this filing, TSM was trading at $423.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.9T. The 52-week trading range was $223.70 to $479.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.