TSMC Hits Record High in Q2 Performance
kimmonismus · x · 2026-07-16
TSMC announced its results for the second quarter of 2026:
- Revenue of NT$1.27 trillion (approx. $40 billion), up 36% YoY
- Net income of NT$706.6 billion (approx. $22 billion), up 77% YoY, hitting a record high
- Gross margin of 67.7%, beating guidance
- Revenue landed at the high end of the company's $39–40.2 billion guidance
The post emphasizes that AI chip demand remains the primary growth driver. TSMC CEO C.C. Wei stated that customer demand is still very difficult to fully satisfy in the short term.
Related event: TSMC Q2 Beat Raises AI Outlook and Capex Debate(13 posts)→
More from Infra
- Nearly half of Claude revenue now flows through cloud marketplace commitments, up from 11% — BenBajarin · 2026-10-26
- Anthropic ARR goes vertical after price cuts: tokens up 4x, $100B+ ARR back in play — GavinSBaker · 2026-10-26
- Alex Banks argues power caps GPU supply, real risk is demand cooling first — thealexbanks · 2026-10-26
- Analyst: Ant has the most fungible AI workload of any model provider today — BenBajarin · 2026-10-26
- Anthropic S-1: training infra edge cut per-task cost 40% and doubled revenue growth — BenBajarin · 2026-10-26
- Rewriting scaling law study: optimal synthetic data share rises from 10% to 32% with compute — heghbalz · 2026-10-26