Pure-play foundry (core business)
2Q26 revenue up 33.7% year over year in US$; 3Q26 guided to US$44.6-45.8 billion
The numbers
What it is
TSMC manufactures wafers and advanced packaging for customers that design their own chips. It does not sell chips under its own brand. Revenue is the sum of wafer sales by node and packaging services across HPC, smartphone, automotive and IoT customers.
Why it matters to the stock. Every quarterly number for TSMC comes from this business. Gross margin, capex and guidance decide whether the stock moves on earnings day.
News
TSMC third-quarter revenue totals about NT$1.494 trillion from its July to September monthly reports
Adding TSMC's three monthly revenue reports gives third-quarter 2026 revenue of about NT$1,494.25 billion: July NT$467.58 billion, August NT$514.81 billion and September NT$511.86 billion.
TSMC posts record Q2 2026 revenue of US$40.2B with 67.7% gross margin and guides Q3 to US$44.6-45.8B
TSMC reported second-quarter 2026 revenue of NT$1,270.38 billion (US$40.20 billion), up about 34% in US dollars from a year earlier.
TSMC raises 2026 revenue growth outlook to more than 40% and lifts capex to US$60-64B
With its Q2 results TSMC raised its full-year 2026 outlook to revenue growth of more than 40% in US dollar terms, up from more than 30% given in April.
TSMC Q1 2026 EPS NT$22.08 with 66.2% gross margin; Q2 revenue guided to US$39.0-40.2 billion
TSMC reported first-quarter 2026 net income of NT$572.48 billion, up 58.3% year over year, with diluted EPS of NT$22.08 (US$3.49 per ADR).
TSMC board approves NT$6.00 dividend and about US$44.96 billion in capital appropriations
On February 10, 2026 TSMC's board approved a NT$6.00 per-share cash dividend for the fourth quarter of 2025, with an ex-dividend date of June 11, 2026 and payment on July 9, 2026.
TSMC guides Q1 2026 revenue to US$34.6-35.8 billion and 2026 capex to US$52-56 billion
TSMC guided first-quarter 2026 revenue to US$34.6-35.8 billion, with gross margin of 63-65% and operating margin of 54-56%, using an exchange rate of NT$31.6 per US dollar.