TSMC Q2 Earnings Overview
Taiwan Semiconductor Manufacturing Corp (NYSE:TSM) posted a record‑high net income of T$706.56 billion (approximately $21.98 billion) for the quarter ended 30 June 2026, substantially exceeding Bloomberg’s consensus estimate of T$623.73 billion. The net profit represented a 77.4 % increase compared with the same quarter a year earlier.
Revenue also reached a new peak of T$1.27 trillion, up 36 % year‑on‑year, underscoring the company’s strong top‑line growth. The earnings surge was driven primarily by robust demand for TSMC’s most advanced process technologies, specifically the 3‑nanometre and 2‑nanometre nodes, which showed no signs of slowing as the artificial‑intelligence (AI) build‑out accelerated globally.
TSMC highlighted that its AI‑driven business is cementing its role in the worldwide chip supply chain, with major customers such as NVIDIA Corporation and Apple Inc relying on its advanced wafers. The company indicated that further details on the earnings and outlook will be provided during an investor conference call scheduled later in the day.