TSMC Q2 Revenue and Profit Beat Guidance
rwang07 · x · 2026-07-16
TSMC announced its 2Q26 financial results, with revenue at the high end of guidance, and both gross margin and operating margin exceeding the upper limits of guidance.
Key data:
- Revenue: 402 billion USD, +12% QoQ, +34% YoY
- Gross margin: 67.7%; Operating margin: 60.3%
- 1H26 capital expenditure: 26.8 billion USD, +36% YoY
- Wafer shipments: 4.336 million units, +17% YoY
- Average wafer price: 7881 USD, +13% YoY
Related event: TSMC Q2 Beat Raises AI Outlook and Capex Debate(13 posts)→
More from Infra
- LLM Serving Metrics Thread: Why TPOT and Uptime Make or Break User Experience — abhijithneil · 2026-09-11
- PlanetScale launches sharded Postgres: 768 servers acting as one, 1PB scale — dhruv2038 · 2026-09-11
- Can a 7900 XTX 24GB run Qwen locally? Reddit seeks ROCm tok/s benchmarks — thenomadexplorerlife · 2026-09-11
- RTK Terminal Compression Cuts Tokens but Leaves Your AI Coding Bill Unchanged — Bartaseth · 2026-09-11
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11