{"asOf":"2026-09-09","companies":[{"id":"tsmc","name":"Taiwan Semiconductor Manufacturing Company","scope":"Pure-play company total","sourceUrl":"https://investor.tsmc.com/english/quarterly-results/2026/q2","coverageNote":"Consolidated company reporting; numeric technology and platform mix disclosed."}],"facts":[{"companyId":"tsmc","period":"2026-Q2","metric":"revenue","label":"Net Revenue","value":1270.38,"unit":"NTD billion","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"US$40.20B at reported average USD/NTD 31.60."},{"companyId":"tsmc","period":"2026-Q2","metric":"gross_margin","label":"Gross Margin","value":67.7,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 66.2%; 2025-Q2 58.6%."},{"companyId":"tsmc","period":"2026-Q2","metric":"operating_margin","label":"Operating Margin","value":60.3,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 58.1%; 2025-Q2 49.6%."},{"companyId":"tsmc","period":"2026-Q2","metric":"net_margin","label":"Net Profit Margin","value":55.6,"unit":"percent","basis":"Attributable to shareholders of the parent","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 50.5%; 2025-Q2 42.7%."},{"companyId":"tsmc","period":"2026-Q2","metric":"net_income","label":"Net Income Attributable to Shareholders of the Parent Company","value":706.56,"unit":"NTD billion","basis":"Attributable net income","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 572.48; 2025-Q2 398.27."},{"companyId":"tsmc","period":"2026-Q2","metric":"eps","label":"EPS (NT Dollar)","value":27.25,"unit":"NTD per share","basis":"Diluted weighted average outstanding shares 25,932mn","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 22.08; 2025-Q2 15.36."},{"companyId":"tsmc","period":"2026-Q2","metric":"wafer_shipments","label":"Shipment","value":4336,"unit":"Kpcs, 12-inch-equivalent wafer","basis":"Company-reported quarterly shipments","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 4,174; 2025-Q2 3,718."},{"companyId":"tsmc","period":"2026-Q2","metric":"operating_cash_flow","label":"Cash from operating activities","value":783.36,"unit":"NTD billion","basis":"Quarterly cash flow","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 698.97; 2025-Q2 497.07."},{"companyId":"tsmc","period":"2026-Q2","metric":"capex","label":"Capital expenditures","value":496,"unit":"NTD billion","basis":"Quarterly cash-flow presentation","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 350.76; 2025-Q2 297.22."},{"companyId":"tsmc","period":"2026-Q2","metric":"free_cash_flow","label":"Free Cash Flow","value":287.36,"unit":"NTD billion","basis":"Cash from operating activities less capital expenditures","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 348.21; 2025-Q2 199.85."}],"mix":[{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"2nm","sharePct":3,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue; do not apply to consolidated net revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"3nm","sharePct":30,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"5nm","sharePct":33,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"HPC","sharePct":66,"growthQoqPct":20,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"Smartphone","sharePct":22,"growthQoqPct":-4,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"IoT","sharePct":5,"growthQoqPct":4,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"Automotive","sharePct":4,"growthQoqPct":15,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"DCE","sharePct":1,"growthQoqPct":5,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"Others","sharePct":2,"growthQoqPct":5,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"7nm","sharePct":11,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"16/20nm","sharePct":6,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"28nm","sharePct":6,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"40/45nm","sharePct":2,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"65nm","sharePct":4,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"90nm–0.13µm","sharePct":2,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"≥0.15µm","sharePct":3,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."}],"estimates":{"meta":{"researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","asOf":"2026-09-09","calibration":"Not statistically calibrated. Sensitivity ranges reflect explicit modelling assumptions, not confidence or prediction intervals. No validated accuracy claim.","updatePolicy":"Recalculate deterministically when input disclosures or assumptions change. No LLM call is used by page requests or exports."},"mix":[],"scalars":[],"waferOutput":[],"models":[],"sources":[{"id":"samsung-ir","title":"Samsung Q2 2026 earnings: Foundry commentary, p7","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","publishedAt":"2026-07-30","supports":"Advanced-node orders, HBM base dies, higher utilization and H2 ramp direction only; no quantitative mix."},{"id":"samsung-tf","title":"TrendForce Q2 2026 foundry survey","url":"https://www.trendforce.com/presscenter/news/20260909-13225.html","publishedAt":"2026-09-09","supports":"Samsung Foundry revenue estimate USD3.26bn. Third-party estimate, not a Samsung financial disclosure."},{"id":"intel-ir","title":"Intel Q2 2026 Form 10-Q, MD&A p31","url":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","publishedAt":"2026-07-24","supports":"Segment revenue USD5765m, external revenue USD293m; higher volumes of Intel 18A/3/4. Node shares and physical wafer volumes are not disclosed."},{"id":"gf-annual","title":"GlobalFoundries FY2025 Form 20-F, pp42–43","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm","publishedAt":"2026-03","supports":"Approximately 2.8m annual installed wafer capacity, mixed 200/300mm footprint and production technology families. No per-node allocation."},{"id":"gf-deck","title":"GlobalFoundries Q2 2026 earnings deck, p20","url":"https://investors.gf.com/static-files/367dece5-f70e-4e66-9c9a-8e5ebde7810b","publishedAt":"2026-08-06","supports":"Q2 2026 end-market shares 36/16/19/19/11%; sum 101% due to issuer rounding. Reported, not model weights."},{"id":"gf-release","title":"GlobalFoundries Q2 2026 earnings release","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","publishedAt":"2026-08-06","supports":"625 thousand 300mm-equivalent wafers shipped. Shipments are not wafer starts."},{"id":"tower-call","title":"Tower Q2 2026 earnings call, pp3–6","url":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","publishedAt":"2026-08-04","supports":"RF infrastructure 49%, RF mobile 12%, power 14%, sensors/display 12%; 200mm utilization 80–85%, Fab5 75%, Fab7 fully utilized. Per-fab capacity weights are unknown."},{"id":"tower-filing","title":"Tower Q2 / H1 2026 interim financial statements","url":"https://ir.towersemi.com/node/17066/html","publishedAt":"2026-08-17","supports":"Current-quarter consolidated revenue USD460.079m; profit figures support calculated margins, not wafer counts."},{"id":"samsung-footprint","title":"Samsung Foundry investor presentation, 2024: manufacturing sites","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/Samsung_Investor_Presentation_Foundry_2024_v2.pdf","publishedAt":"2024","supports":"Identifies Line-6 as 8-inch and S1/S2 lines as 12-inch. Historical footprint evidence only; no Q2 2026 diameter revenue or capacity weights."}]},"gaps":[]}