TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) Form 6-K — Aug 14, 2026
TSMC filed its Q2 2026 consolidated results via Form 6-K: net revenue of NT$1,270,380,250 thousand (about NT$1.27 trillion), up roughly 36% from NT$933,791,869 thousand in Q2 2025, with net income of NT$706,780,923 thousand. Quarterly EPS rose to NT$27.25 basic and diluted from NT$15.36 a year earlier, up about 77%, as net margin expanded from 43% to 56% of revenue on cost of revenue falling from 41% to 32% of sales. First-half 2026 revenue reached NT$2,404,483,690 thousand with net income of NT$1,279,582,227 thousand, while property, plant and equipment spending climbed to NT$846,764,746 thousand from NT$628,052,531 thousand in H1 2025.
Key figures
- Eps
- NT$27.25 basic and diluted (Q2 2026); NT$49.33 basic H1 2026
- Revenue
- NT$1,270,380,250 thousand (Q2 2026)
- Net Income
- NT$706,780,923 thousand (Q2 2026); NT$706,561,938 thousand attributable to shareholders of the parent
- Revenue Yoy
- +36.0% Q2 YoY (derived from stated figures: NT$1,270,380,250K vs NT$933,791,869K)
- Cash Position
- NT$3,134,218,213 thousand as of June 30, 2026
- Fx sensitivity
- 10% adverse FX move would reduce net income by NT$1,429,244 thousand (H1 2026, after hedges)
- H1 2026 revenue
- NT$2,404,483,690 thousand (vs NT$1,773,045,533 thousand H1 2025, +35.6%)
- H1 2026 ppe capex
- NT$846,764,746 thousand (vs NT$628,052,531 thousand H1 2025, +~35%)
- Q2 2025 basic eps
- NT$15.36 (implying +77% YoY EPS growth)
- H1 2026 net income
- NT$1,279,582,227 thousand (vs NT$758,226,085 thousand H1 2025)
- Ads units outstanding
- 1,062,690 thousand ADSs representing 5,313,451 thousand common shares
- Q2 2025 net margin pct
- 43
- Q2 2026 net margin pct
- 56
- Q2 2025 cost of revenue pct
- 41
- Q2 2026 cost of revenue pct
- 32
- Us customer revenue q2 2026
- NT$970,894,218 thousand (~76% of net revenue)
- Hpc platform revenue q2 2026
- NT$830,369,159 thousand (~65% of net revenue)
- Q2 2026 cash dividend per share nt
- NT$7.00 (board-approved August 11, 2026; vs NT$6.00 for Q4 2025)
- Smartphone platform revenue q2 2026
- NT$283,278,967 thousand
AI analysis
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