TSMC reported consolidated revenue of NT$1,270.38 billion (~US$39.8 billion) for the second quarter of 2026, which ended 30 June 2026. In US dollars, revenue was US$40.20 billion, up 33.7% year over year and 12.0% from the first quarter. Net income was NT$706.56 billion (~US$22.1 billion), and gross margin was 67.7%.

Where the revenue comes from

Advanced technologies, defined by TSMC as 7-nanometer and more advanced, accounted for 77% of wafer revenue in the quarter. 3-nanometer accounted for 30%, 5-nanometer for 33% and 2-nanometer for 3% as that node began to ramp. The value of manufacturing sits in the leading edge: customers designing AI accelerators depend on access to these nodes.

Company guidance for Q3 2026

TSMC guided third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion, assuming 32 NT dollars to the US dollar, with gross margin of 65% to 67%. This is the company's own forecast. The Q3 report is scheduled after this article and should replace this guidance once published.

Monthly sales through September

TSMC's monthly revenue report, published 8 October 2026, shows September revenue of NT$511.86 billion (~US$16 billion), up 54.6% from September 2025 and down 0.6% from August. Revenue for January to September 2026 totalled NT$3,898.73 billion (~US$122 billion), up 41.1% from NT$2,762.96 billion (~US$86.5 billion) a year earlier. Monthly figures are unaudited and reported in NT dollars.

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.