TSMC
Q2 FY26 Apr 1 – Jun 30, 2026
RevenueNT$1,270.4B
+36% year over year
Gross profitNT$860.3B
68% margin
Operating profitNT$766.6B
60% margin
Net profitNT$706.6B
56% margin
The numbers behind the diagram
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1,270.4 | 100% | +36% |
| HPC | 830.4 | 66% | +48% |
| Smartphone | 283.3 | 22% | +13% |
| IoT | 64.1 | 5% | +45% |
| Automotive | 53.7 | 4% | +25% |
| DCE | 12.7 | 1% | −16% |
| Others | 26.4 | 2% | +30% |
| Cost of revenue | −410.1 | 32% | |
| Gross profit | 860.3 | 68% margin | +9pp |
| R&D | −73.1 | 6% | −1pp |
| SG&A | −20.6 | 1% | −1pp |
| Operating profit | 766.6 | 60% margin | +11pp |
| Non-operating income | 95.8 | ||
| Tax | −155.6 | ||
| Net profit | 706.6 | 56% margin | +13pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1,134.1 | 100% | +35% |
| HPC | 694.7 | 61% | +41% |
| Smartphone | 294.1 | 26% | +26% |
| IoT | 61.6 | 6% | +59% |
| Automotive | 46.6 | 4% | +8% |
| DCE | 12.0 | 1% | +4% |
| Others | 25.0 | 2% | +31% |
| Cost of revenue | −382.8 | 34% | |
| Gross profit | 751.3 | 66% margin | +7pp |
| R&D | −67.8 | 6% | −1pp |
| SG&A | −24.6 | 2% | −1pp |
| Operating profit | 659.0 | 58% margin | +10pp |
| Non-operating income | 28.8 | ||
| Tax | −115.0 | ||
| Net profit | 572.5 | 50% margin | +7pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1,046.1 | 100% | +20% |
| HPC | 580.0 | 55% | +26% |
| Smartphone | 330.5 | 32% | +10% |
| IoT | 54.8 | 5% | +29% |
| Automotive | 50.0 | 5% | +32% |
| DCE | 9.4 | 1% | −12% |
| Others | 21.4 | 2% | +34% |
| Cost of revenue | −394.1 | 38% | |
| Gross profit | 652.0 | 62% margin | +3pp |
| R&D | −64.9 | 6% | +0pp |
| SG&A | −22.2 | 2% | −1pp |
| Operating profit | 564.9 | 54% margin | +5pp |
| Non-operating income | 27.8 | ||
| Tax | −86.9 | ||
| Net profit | 505.7 | 48% margin | +5pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 989.9 | 100% | +30% |
| HPC | 558.6 | 57% | +43% |
| Smartphone | 296.7 | 30% | +15% |
| IoT | 53.3 | 5% | +6% |
| Automotive | 50.6 | 5% | +42% |
| DCE | 12.0 | 1% | +5% |
| Others | 18.7 | 2% | +20% |
| Cost of revenue | −401.4 | 41% | |
| Gross profit | 588.5 | 59% margin | +2pp |
| R&D | −63.7 | 7% | −1pp |
| SG&A | −24.1 | 2% | −1pp |
| Operating profit | 500.7 | 51% margin | +3pp |
| Non-operating income | 25.2 | ||
| Tax | −73.6 | ||
| Net profit | 452.3 | 46% margin | +3pp |
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 933.8 | 100% | +39% |
| HPC | 561.2 | 60% | +60% |
| Smartphone | 250.0 | 27% | +12% |
| IoT | 44.3 | 5% | +19% |
| Automotive | 43.0 | 5% | +28% |
| DCE | 15.0 | 1% | +6% |
| Others | 20.4 | 2% | +42% |
| Cost of revenue | −386.4 | 41% | |
| Gross profit | 547.4 | 59% margin | +5pp |
| R&D | −61.3 | 7% | −1pp |
| SG&A | −22.7 | 2% | −1pp |
| Operating profit | 463.4 | 50% margin | +7pp |
| Non-operating income | 30.4 | ||
| Tax | −95.5 | ||
| Net profit | 398.3 | 43% margin | +6pp |
Quarter by quarter
Every set of results we hold, newest first. Open one on its own page. The arrow beside a quarter shows it in the diagram above.
| Quarter | Period | Reported | Revenue | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|---|---|
| Q2 FY26 Apr 1 – Jun 30, 2026 reported Aug 14, 2026 Operating margin 60% Net profit NT$706.6B | Apr 1 – Jun 30, 2026 | Aug 14, 2026 | NT$1,270.4B | +36% | 60% | NT$706.6B | 56% |
| Q1 FY26 Jan 1 – Mar 31, 2026 reported May 15, 2026 Operating margin 58% Net profit NT$572.5B | Jan 1 – Mar 31, 2026 | May 15, 2026 | NT$1,134.1B | +35% | 58% | NT$572.5B | 50% |
| Q4 FY25 Oct 1 – Dec 31, 2025 reported Feb 26, 2026 Operating margin 54% Net profit NT$505.7B | Oct 1 – Dec 31, 2025 | Feb 26, 2026 | NT$1,046.1B | +20% | 54% | NT$505.7B | 48% |
| Q3 FY25 Jul 1 – Sep 30, 2025 reported Nov 14, 2025 Operating margin 51% Net profit NT$452.3B | Jul 1 – Sep 30, 2025 | Nov 14, 2025 | NT$989.9B | +30% | 51% | NT$452.3B | 46% |
| Q2 FY25 Apr 1 – Jun 30, 2025 reported Aug 14, 2025 Operating margin 50% Net profit NT$398.3B | Apr 1 – Jun 30, 2025 | Aug 14, 2025 | NT$933.8B | +39% | 50% | NT$398.3B | 43% |
New results in your inbox
When a big company reports, we send you a link to its diagram before anyone has time to comment on it. This is a mailing list, not an account: it does not open the diagrams by itself. No spam, one-click unsubscribe.
Drag or use the arrow keys to see the rest