#台积电Q2净利暴增77.4% TSMC’s 2026 second-quarter performance is indeed very impressive. Net profit reached 706.6 billion New Taiwan dollars (about $220 billion), up 77.4% year over year and hitting a record high. This is mainly due to “extremely strong” demand for AI chips, which directly boosted capacity for its advanced process nodes.

Key data summary (2026 Q2):

· Revenue: 1.27 trillion New Taiwan dollars (about $402 billion), up 36% year over year, reaching the upper end of guidance.
· Gross margin: 67.7%, above market expectations, also a new record high.
· Process mix: Advanced process nodes of 7nm and below accounted for 77% of wafer revenue (including 30% from 3nm, 33% from 5nm, and 3% from 2nm for the first time).

Based on strong demand, TSMC raised its 2026 full-year revenue guidance to “slightly above 40%,” and increased annual capital expenditures to $60.0–$64.0 billion (a historical high), while also announcing an additional $100 billion investment in the United States.

Overall, this earnings report confirms that AI is still the strongest engine driving semiconductor growth, and it also dispels the market’s earlier concerns about overinvestment in AI infrastructure.