Sourced evidence

TSMC Q2 2026 profit surges 77% on first 2nm revenue contribution

TSMC reported Q2 2026 revenue of NT$1,270.38 billion (up 36.0% year-over-year) and net income of NT$706.56 billion (up 77.4% year-over-year), with diluted EPS of NT$27.25; 2nm wafers contributed their first quarterly revenue at 3% of total wafer revenue, and management guided to a 3-4 percentage point gross-margin headwind in H2 2026 from the 2nm ramp. TSMC raised 2026 capex guidance to $60-64 billion and announced an additional $100 billion investment in Arizona.

Type
Market data
Published
July 16, 2026
Confidence
80/100

Cite this

InsightNodes, "TSMC Q2 2026 profit surges 77% on first 2nm revenue contribution" (Taiwan Semiconductor Manufacturing Company). Source: CNBC / Digitimes, July 16, 2026, https://www.cnbc.com/2026/07/16/tsmc-second-quarter-profit-.html. https://insightnodes.com/claims/e/tsmc-q2-2026-77pct-profit-2nm (accessed October 30, 2026).

This page has a permanent address — link to it from notes, articles or models. Not investment advice.