TSMC's Q2 revenue hits a record high
TSMC's revenue hit a record high, with strong AI demand driving the share of advanced processes to 77% Expanding production capacity in the U.S. and Taiwan and advanced packaging to seize growth momentum early
On the 16th, TSMC announced that its consolidated revenue for the second quarter of 2026 was approximately NT$1,270.38 billion, up 36% year on year, setting a new quarterly revenue record. In U.S. dollar terms, secondquarter revenue was US$40.2 billion, up 33.7% year on year and 12% quarter on quarter.
The financial report showed that secondquarter net profit after tax was approximately NT$706.56 billion, and earnings per share after tax were NT$27.25, both hitting record highs. The company said revenue from advanced process technologies accounted for 77% of total wafer sales for the quarter.
TSMC Chairman C.C. Wei said at the investor briefing that demand related to artificial intelligence remains strong, driving customers' outlook to turn more positive; meanwhile, rising component prices and macroeconomic uncertainty may put pressure on the pricesensitive consumer electronics market. The company also announced that it will increase its investment in Arizona, U.S., by US$100 billion to expand wafer fab capacity for 2nanometer and below processes and advanced packaging, and it also plans to add three 3nanometer fabs and retrofit existing 5nanometer fabs in Taiwan to support 3nanometer production.