2330
台積電
Suppliers
TSMC
Customers
Competitors
TSMC posted Q2 2026 revenue of NT$2,404.5B and net income after tax of NT$1,279.6B, translating to basic EPS of NT$49.33. Operating income of NT$1,425.6B implies an operating margin of approximately 59.3%, a level that stands well above typical semiconductor-sector benchmarks and reflects sustained AI-driven advanced-node demand. Non-operating income of NT$124.7B provided additional lift, pushing net margin to roughly 53.2%.
Notes
Dominant pure-play foundry with ~60%+ global market share and effective monopoly on leading-edge (sub-5nm) logic manufacturing, driven by NVIDIA AI accelerator demand. Sole external supplier for Apple's A/M-series and NVIDIA's H100/B100 GPUs. Expanding capacity in Arizona, Japan (Kumamoto), and Germany (Dresden) amid geopolitical pressure to diversify outside Taiwan.
TSMC's Board of Directors has resolved to approve the company's consolidated financial report for the second quarter of fiscal year 2026 (Republic of China Year 115). Board approval of quarterly financials is a required governance step under Taiwan securities regulations before results are filed with the TWSE. Full details of the approved statements are available on MOPS.