Taiwan Semiconductor Manufacturing Company stock reports 53.30 percent revenue growth

Published on 09/29/2026 at 13:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 40.20 billion on September 28, 2026, with a 60.30 percent operating margin. Taiwan Semiconductor Manufacturing Company stock was at EUR 399.00.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing Company (ISIN US8740391003) was trading at EUR 399.00 at Lang & Schwarz on September 29, 2026 at 1:25 p.m. CEST, up 0.19 percent versus the prior close of EUR 398.25. The latest operating data show why advanced computing remains central to the company story.

Q2 revenue reached USD 40.20 billion

According to AnySilicon on September 28, 2026, TSMC generated USD 40.20 billion in Q2 2026 revenue, up 33.70 percent from the same quarter a year earlier. Net income attributable to shareholders reached NTW 706.56 billion, an increase of 77.40 percent year over year.

The quarter also delivered a 60.30 percent operating margin and a 67.70 percent gross margin. High-performance computing accounted for 66.00 percent of net revenue, compared with 61.00 percent in Q1 2026, while 7nm and more advanced technologies represented 77.00 percent of wafer revenue.

August sales set a monthly record

As CNBC reported on September 10, 2026, August revenue climbed 53.30 percent from August 2025 to NTW 514.81 billion, while rising 10.10 percent from July. Revenue for the first eight months of 2026 reached NTW 3,386.87 billion, up 39.30 percent year over year.

TSMC guided for Q3 2026 revenue of USD 44.60 billion to USD 45.80 billion. The range implies further sequential growth from Q2, but the company also guided to a 56.00 percent to 58.00 percent operating margin, below the 60.30 percent reported for Q2 as 2nm production ramps.

Analysts keep a bullish consensus

MarketBeat reported on September 22, 2026, that analysts held a consensus Buy rating and an average price target of USD 523.22. The same report cited margin pressure from the 2nm ramp and capital spending as counterweights to AI-driven demand.

TSM market data on September 29

On the NYSE, TSM was last at USD 452.88 on September 28, 2026 at 4:00 p.m. ET. Its market capitalization was USD 2.3 trillion and its 52-week range was USD 266.82 to USD 479.00 as of September 28, 2026. At Lang & Schwarz, the stock was trading at EUR 399.00 on September 29, 2026 at 1:25 p.m. CEST, plus 0.19 percent versus the prior close of EUR 398.25.