---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000799548.md"
description: "$Taiwan Semiconductor(TSM.US) Q2 results just landed: revenue $40.2B hitting the high end of guidance, net profit +77.4% to a record, gross margin 67.7% beating the midpoint. HPC is 66% of revenue now, almost all AI. this settles the debate this week's memory dump started. the demand is real and it's accelerating. i hold TSM as my cleanest AI bet, and this quarter just made me more confident, not less."
datetime: "2026-07-16T08:30:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000799548.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000799548.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000799548.md)
author: "[andwagon effect～1](https://longbridge.com/en/profiles/16656322.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US) Q2 results just land…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**