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TSMTaiwan Semiconductor Manufacturing
Q2 2026
EPS
$4.31
est $3.89+10.9%
Revenue
$40.20B
est $1.26T-96.8%

Taiwan Semiconductor delivered a 10.89% EPS beat at $4.31 while guiding Q3 revenue to as much as $45.8 billion, with 2nm technology finally shipping in volume and the company tracking 40%+ full-year growth on relentless AI infrastructure demand.

Quarterly EPS — reported vs estimate
TSMWFTaiwan Semiconductor Manufacturing
Q2 2026
Company Update

TSMC's May revenue surged 30.1% year-over-year to $13.21 billion, extending a streak that shows AI-driven chip demand remains red hot. The company's $14.89 billion in approved guarantees for its Arizona fab signals a wholesale U.S. manufacturing pivot that reshapes the global chipmaking map.

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