TSMC Q2 Revenue Hits NT$1.27T, Guides Q3 to US$44.6B–$45.8B on 2nm Ramp
TSM sits 79% above its 52-week low of $223.7.
Summary
TSMC reported Q2 2026 revenue of NT$1.27 trillion, up 36% YoY, with net income surging 77% to NT$706.6 billion. Q3 guidance calls for US$44.6–45.8 billion in revenue, and full-year growth is now expected to exceed 40%.
Key Events · Earnings and Guidance · TSM
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Q2 Revenue +36% YoY to NT$1.27T
Driven by strong demand for leading-edge process technologies, consolidated revenue reached NT$1,270.38 billion (US$40.20 billion), a 36.0% increase from Q2 2025 and 12.0% higher than Q1 2026.
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Net Income Surges 77% to NT$706.6B
Net income attributable to shareholders rose 77.4% year-over-year to NT$706.56 billion, with diluted EPS of NT$27.25 (US$4.31 per ADR). The net profit margin expanded to 55.6% from 42.7% a year ago.
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2nm Node Contributes 3% of Wafer Revenue
In its first quarter of meaningful contribution, shipments of 2-nanometer technology accounted for 3% of total wafer revenue, alongside 3nm (30%) and 5nm (33%). Advanced technologies (7nm and below) represented 77% of wafer revenue.
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Q3 Guidance: Revenue US$44.6B–$45.8B
Based on a USD/NTD exchange rate assumption of 32, management expects Q3 2026 revenue between US$44.6 billion and US$45.8 billion, with gross margin of 65%–67% and operating margin of 56%–58%.
Analysis · TSM · Manufacturing
A standout quarter underscored TSMC's dominance, with revenue surging 36% year-over-year to NT$1.27 trillion on insatiable demand for its leading-edge nodes. Net income jumped 77% to NT$706.6 billion, and margins expanded sharply — gross margin hit 67.7%, up 9.1 percentage points from a year ago. The 2-nanometer node, still in early ramp, already contributed 3% of wafer revenue, signaling a powerful new growth engine. Management guided Q3 revenue to US$44.6–45.8 billion, well above the just-reported Q2 level, and raised the full-year outlook to 'slightly above 40%' growth. The numbers confirm the company's leadership in advanced semiconductor manufacturing and suggest the AI-driven capex cycle has further to run.
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In the 30 days to Sep 10, 2026, 35.6% of the 1805 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TSM was trading at $400.11 on NYSE in the Manufacturing sector, with a market capitalization of approximately $2T. 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.