TSMC posts record Q2 2026 revenue of US$40.2B with 67.7% gross margin and guides Q3 to US$44.6-45.8B

TSMC reported second-quarter 2026 revenue of NT$1,270.38 billion (US$40.20 billion), up about 34% in US dollars from a year earlier. Gross margin was 67.7% and operating margin 60.3%, with diluted EPS of NT$27.25 (US$4.31 per ADR unit) on net income of NT$706.56 billion. Third-quarter guidance of US$44.6-45.8 billion in revenue sits about 12% above Q2 at the midpoint, and it is the main number traders will compare against the October report.

• Q2 2026 revenue NT$1,270.38B (US$40.20B), gross margin 67.7%, operating margin 60.3%
• Net income NT$706.56B; diluted EPS NT$27.25 (US$4.31 per ADR unit)
• Q3 2026 guidance: revenue US$44.6-45.8B, gross margin 65-67%, operating margin 56-58%
• Guidance assumes US$1 = NT$32