Green horse

$TSM
Revenue: 1.27 trillion new Taiwan dollars ($39.45 billion ) vs. NT$1.264 trillion expected
Net income: NT$706.56 billion vs. NT$632.64 billion expected

$TSM

Metric Q1 2026 (actual) Q2 2026 (revenue actual, rest = consensus)
Revenue (NT$) 1,134.10 billion 1.27 trillion (record)
Revenue (USD) $35.90 billion ~$39.62 billion
Revenue YoY growth +35.1% +36%
Net income (NT$) 572.48 billion ~632.6 billion (consensus, unconfirmed)
EPS (per ADR) $3.49 ~$3.81 (consensus, unconfirmed)
Gross margin 66.2% 65.5–67.5% (guidance band)
Operating margin 58.1% 56.5–58.5% (guidance band)
Net profit margin 50.5% Not yet reported

Notes:

•	Q2 revenue beat TSMC’s own guidance range of [$39.0B](/symbol/39.0b)–$40.2B and set an all-time record.
•	CoWoS (AI chip advanced packaging) is reportedly sold out through year-end.
•	Net income, actual margins, and updated full-year 2026 guidance come out on the earnings call later today (2pm Taiwan time / 2am ET). Want me to pull the final numbers once they’re released?

$TSM Investing.com-- Taiwan Semiconductor Manufacturing Corp, or TSMC (NYSE:TSM), clocked a record-high second-quarter profit on Thursday, as the world’s biggest contract chipmaker continued to benefit from outsized AI-driven demand.

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