Sourced evidence
TSMC 2Q26 Management Report
Revenue by platform (share) 2Q26 / 1Q26 / 2Q25: HPC 66% / 61% / 60%; Smartphone 22% / 26% / 27%; IoT 5% / 6% / 5%; Automotive 4% / 4% / 5%; DCE 1% / 1% / 1%; Others 2% / 2% / 2%. 2Q26 QoQ: HPC +20%, IoT +4%, Automotive +15%, DCE +5%, Others +5%, Smartphone -4%. 2Q26 capex NT$496.00B (US$15.70B), 1H26 US$26.80B; free cash flow NT$287.36B; cash dividends NT$155.59B (3Q25 dividend); wafer shipments 4,336k 12-inch equivalent (1Q26 4,174k; 2Q25 3,718k). Source extract: "Free cash flow decreased by NT$60.85 billion to an inflow of NT$287.36 billion in 2Q26."
- Type
- Company filing or release
- Published
- July 16, 2026
- Confidence
- 90/100
- Filed under
- Taiwan Semiconductor Manufacturing Company
Cite this
InsightNodes, "TSMC 2Q26 Management Report" (Taiwan Semiconductor Manufacturing Company). Source: TSMC Investor Relations (Management Report), July 16, 2026, https://investor.tsmc.com/english/encrypt/files/encrypt_file/qr/phase4_reports/2026-07/bf09036349a253e83f78155099133806cad0320b/2Q26%20ManagementReport.pdf. https://insightnodes.com/claims/e/tsmc-analyst-2q26-management-report-2026 (accessed October 29, 2026).
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