TSMC Q1 FY26: where the revenue came from and where it went
The whole income statement of TSMC for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jan 1 – Mar 31, 2026
- Reported
- May 15, 2026
RevenueNT$1,134.1B
+35% year over year
Gross profitNT$751.3B
66% margin
Operating profitNT$659.0B
58% margin
Net profitNT$572.5B
50% margin
The numbers
| 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 |
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