TSMC (台積電) reported consolidated revenue of NT$1,270.38 billion for the second quarter of 2026, according to both a TechNews report and a UDN (money.udn.com) report citing the company's own figures. In U.S. dollar terms, TechNews and UDN both reported that quarterly revenue reached US$40.2 billion, up 33.7% year-on-year and up 12.0% from the prior quarter. TechNews described the NT dollar revenue figure as having "broken through" the NT$1,270.38 billion mark, and UDN independently confirmed the same figure at approximately NT$1,270.38 billion ("約1兆2,703億8千萬元").
Both TechNews and UDN reported that Q2 2026 consolidated revenue rose 36% compared with the same quarter last year. On a sequential basis, TechNews reported that revenue increased 12.0% quarter-on-quarter while net income grew 23.4% quarter-on-quarter — a pattern UDN's report corroborated with matching figures (revenue up 12% QoQ, net income up 23.4% QoQ). The gap between the 12.0% revenue increase and the 23.4% net income increase in the same quarter indicates profit grew roughly twice as fast as revenue on a sequential basis.
TechNews reported that TSMC's after-tax net income reached NT$706.56 billion in Q2 2026, a record figure, with earnings per share (EPS) of NT$27.25 (equivalent to US$4.31 per ADR unit). UDN's report matched these figures exactly, citing net income of approximately NT$706.56 billion and the same EPS. Both outlets reported that net income and EPS grew 77.4% year-on-year — more than double the 36% revenue growth rate over the same period.
On margins, TechNews and UDN both reported identical figures: gross margin of 67.7%, operating margin of 60.3%, and net margin of 55.6% for the quarter.
| Metric | Q2 2026 | YoY Change | QoQ Change |
|---|---|---|---|
| Consolidated revenue (NTD) | NT$1,270.38 billion | +36% | +12.0% |
| Consolidated revenue (USD) | US$40.2 billion | +33.7% | +12.0% |
| Net income | NT$706.56 billion | +77.4% | +23.4% |
| EPS | NT$27.25 (ADR US$4.31) | +77.4% | — |
| Gross margin | 67.7% | — | — |
| Operating margin | 60.3% | — | — |
| Net margin | 55.6% | — | — |
According to both TechNews and UDN, advanced process nodes — defined as 7nm and more advanced technologies — accounted for 77% of TSMC's total wafer sales revenue in Q2 2026. Within that mix, TechNews and UDN both reported that 5nm was the single largest contributor at 33% of wafer sales, followed by 3nm at 30% and 7nm at 11%. Both outlets also reported that 2nm shipments had begun contributing to revenue, accounting for 3% of the quarter's wafer sales.
| Process Node | Share of Wafer Sales |
|---|---|
| 5nm | 33% |
| 3nm | 30% |
| 7nm | 11% |
| 2nm | 3% |
| Advanced total (7nm and below) | 77% |
UDN's report noted that all of the financial figures cited are consolidated financial statement figures, prepared in accordance with the International Financial Reporting Standards (TIFRS) as recognized by Taiwan's Financial Supervisory Commission.
Across both TechNews' and UDN's reporting, the same set of figures repeats consistently: NT$1,270.38 billion in revenue, NT$706.56 billion in net income, and identical margin and process-mix percentages. The internal relationship between these figures is notable — net income and EPS grew 77.4% year-on-year, more than double the 36% revenue growth rate, and net income also grew faster than revenue on a quarter-on-quarter basis (23.4% versus 12.0%), consistent with the quarter's reported gross margin of 67.7% and net margin of 55.6%. On the process-mix side, 5nm and 3nm together still account for 63% of wafer sales, while 2nm — described in both reports as having just begun shipping — contributed only 3%, indicating that the more mature advanced nodes remain the larger revenue base even as the newest node ramps up.
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