The fundamentals are flawless.
No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?
TSM reported Q2 2026 results on Jul 16, 2026 (Beijing time) during U.S. pre-market hours. The quarter covered the period ended Jun 2026.
1) Revenue: $40.2bn, up 12% QoQ, near the high end of guidance ($39–40.2bn). Growth was led by AI silicon, with most core customers' AI chips migrating to 3nm (N3). On a 12-inch equivalent basis, wafer shipments were 4,336k...
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