TSMC 2Q26: Revenue at the high-end while GM and OPM all above high-end guidance.
2Q26 vs 2Q25: Revenue: $40.2B (+12% q/q & +34% y/y) Gross Margin: 67.7% (58.6%) Operating Margin: 60.3% (49.6%)1H26 Capex: $26.8 (+36% y/y) Wafer Shipments: 4.336M (+17%) Wafer ASP: $7881 (+13%)Source: Sravan Kundojjala
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