$TSM TSMC Q2 2026 Earnings

16 Jul 2026 05:32
  • Net income NT$706.6B, est. NT$623.73B
  • Gross margin 67.7%, est. 67.1%
  • TSMC has begun to push back on ASML's pricing plan - The Information
  • 2nm tech contributed 3% of total wafer revenue in Q2
  • To add another $100B of US investment - US Official
  • Sees Q3 sales $44.6B to $45.8B, est. $43.11B
  • Sees Q3 gross margin 65% to 67%, est. 65.9%
  • Sees Q3 oper margin 56% to 58%, est. 57.7%
  • Sees FY capex $60B to $64B, saw $52B to $56B