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TSMC Q2 2026 Results (As always, the biggest winners of the AI boom are the "shovel sellers", TSMC and NVIDIA.) -Revenue: NT$1.27T (~US$40B) (+36% YoY) -Net profit: NT$706.6B (~US$22B) (+77% YoY, record high) -Beat analyst consensus of NT$632.6B by 11.7% -Gross margin: 67.7% (above guidance) -Revenue landed at the top end of TSMC’s own guidance (US$39.0–40.2B) -AI chip demand remains the primary growth driver -CEO C.C. Wei: “It will be a long time before we can meet customer demand.” Insane increase, no end in sight.
3:06 AM · Jul 16, 2026