TSMC Q2 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
- Apr 1 – Jun 30, 2026
- Reported
- Aug 14, 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
| 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 |
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