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Earnings

Full calendar across tracked entities: /calendar

Claims on record

• TSMC's 2nm node had four times as many tape-outs as its 3nm node and contributed 3% of Q3 2026 revenue.

  UNVERIFIED · Wccftech · Jul 16, 2026

• TSMC's 1.4nm node is scheduled to begin risk production in 2027.

  UNVERIFIED · Wccftech · Jul 16, 2026

• Wei's comments were made during TSMC's second-quarter earnings conference call in Taiwan.

  UNVERIFIED · Wccftech · Jul 16, 2026

• TSMC CEO C.C. Wei said TSMC also receives government support but does not announce it.

  UNVERIFIED · Wccftech · Jul 16, 2026

• TSMC CEO C.C. Wei said choosing and ramping a semiconductor technology takes about five years.

  UNVERIFIED · Wccftech · Jul 16, 2026

• TSMC CEO C.C. Wei said he was jealous of Samsung Foundry making large profits.

  UNVERIFIED · Wccftech · Jul 16, 2026

• TSMC's total announced U.S. investment reached $265 billion following the additional commitment.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• The new Arizona fabs will produce chips at the 2nm node and below.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC's expansion takes its planned U.S. footprint to 10 fabs and two advanced packaging facilities.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC CEO C.C. Wei said he expects demand to remain very strong through 2029 or 2030.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC's Q2 revenue rose 36% to NT$1.27 trillion, with gross margin at a record 67.7%.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC expects third-quarter revenue of $44.6 billion to $45.8 billion, up 12% sequentially at the midpoint.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC posted net income of NT$706.56 billion (US$22.35 billion) for April-June, up 77.4% year over year, its fifth consecutive quarterly record.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC CEO C.C. Wei said the company is planning 13 leading-edge and advanced packaging fabs in Taiwan over the next several years.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• High-performance computing accounted for 66% of TSMC's revenue by platform in Q2.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC CFO Wendell Huang said 2026 capital expenditure will rise to between $60 billion and $64 billion, up from a prior budget of $52 billion to $56 billion.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC raised its full-year revenue growth forecast to slightly above 40% in U.S. dollar terms, from roughly 30% guided in June.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC announced an additional $100 billion investment in the U.S. to build at least four more chipmaking and advanced packaging facilities in Arizona.

  UNVERIFIED · Tom's Hardware · Jul 16, 2026

• TSMC expects Q3 2026 revenue between US$44.6 billion and US$45.8 billion

  UNVERIFIED · TechPowerUp

• TSMC reported consolidated revenue of NT$1,270.38 billion for Q2 2026 (quarter ended June 30, 2026)

  UNVERIFIED · TechPowerUp

• TSMC reported net income of NT$706.56 billion for Q2 2026

  UNVERIFIED · TechPowerUp

• TSMC Q2 2026 revenue increased 36.0% year-over-year

  UNVERIFIED · TechPowerUp

• TSMC Q2 2026 net income and diluted EPS both increased 77.4% year-over-year

  UNVERIFIED · TechPowerUp

• TSMC Q2 2026 revenue was US$40.20 billion, up 33.7% year-over-year and 12.0% quarter-over-quarter

  UNVERIFIED · TechPowerUp

• TSMC Q2 2026 gross margin was 67.7%, operating margin 60.3%, and net profit margin 55.6%

  UNVERIFIED · TechPowerUp

• In TSMC Q2 2026, 2-nanometer shipments accounted for 3% of total wafer revenue, 3nm for 30%, 5nm for 33%, and 7nm for 11%

  UNVERIFIED · TechPowerUp

• Advanced technologies (7nm and more advanced) accounted for 77% of TSMC total wafer revenue in Q2 2026

  UNVERIFIED · TechPowerUp

• TSMC expects Q3 2026 gross profit margin between 65% and 67% and operating profit margin between 56% and 58%

  UNVERIFIED · TechPowerUp

• TSMC expects a steep ramp-up of its 2-nanometer technology in Q3 2026

  UNVERIFIED · TechPowerUp

• TSMC reported record revenue of $40.2 billion in Q2 2026, up 33.7% year on year and 12% sequentially

  UNVERIFIED · The Next Platform · Jul 16, 2026

• The author estimates AI training and inference chips made by TSMC represented $13.31 billion in Q2 2026, about a third of overall revenues

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC's Q2 2026 wafer shipments were 4.34 million 12-inch equivalent wafers, up 16.6% year on year, with revenue per wafer of $9,271

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC's smartphone business generated $8.84 billion in Q2 2026, up 8.9% year on year but down 5.2% sequentially

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC's HPC segment drove $26.53 billion in sales in Q2 2026, up 47.1% year on year

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC forecast in January that its AI business would grow at a compound annual growth rate in the mid-to-high 50 percents between 2026 and 2030

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC spent $29.8 billion in capex in 2024 and increased it 37.4% to $40.9 billion in 2025

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC raised its 2026 capex forecast from a prior range of $52-56 billion to $60-64 billion

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC recognized its first 2 nanometer process revenue in Q2 2026, starting at $1.21 billion

  UNVERIFIED · The Next Platform · Jul 16, 2026

• The additional $100 billion investment will build four more fabs in Arizona focused on 2 nanometer and smaller transistor geometries

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC announced it is adding another $100 billion to expand capacity at its Arizona fabs, bringing total US investment to $265 billion

  UNVERIFIED · The Next Platform · Jul 16, 2026

• TSMC's net income in Q2 2026 grew 74.7% year on year to $22.37 billion, amounting to 55.6% of revenues

  UNVERIFIED · The Next Platform · Jul 16, 2026

Coverage

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