MarketQoQ +12.02 % · YoY +36.05 %
VLSI ASTRIA / INVESTOR RELATIONS
Company earnings & IR
45 companies · 2026-09-09
Published disclosure snapshot
TSM · Taiwan · Foundry
TSMC
Period ended 2026-06-30 · TWD
Published 2026-07-16
QoQ +2.2 pp · YoY +10.7 pp
QoQ +23.42 % · YoY +77.41 %
Quarterly comparison
Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.
| Metric / Unit | Q2 2026 | Q1 2026 | Q2 2025 | QoQ | YoY |
|---|---|---|---|---|---|
| Net RevenueTWD million · IFRS | 1,270,380 | 1,134,100 | 933,790 | +12.02 % | +36.05 % |
| Gross Marginpercent · IFRS | 67.7% | 66.2% | 58.6% | +1.5 pp | +9.1 pp |
| Operating Marginpercent · IFRS | 60.3% | 58.1% | 49.6% | +2.2 pp | +10.7 pp |
| Net Income Attributable to Shareholders of the Parent CompanyTWD million · IFRS | 706,560 | 572,480 | 398,270 | +23.42 % | +77.41 % |
| Net Profit Marginpercent · IFRS | 55.6% | 50.5% | 42.7% | +5.1 pp | +12.9 pp |
| EPS (NT Dollar)TWD/share · IFRS | 27.25 | 22.08 | 15.36 | +23.41 % | +77.41 % |
| Cash from operating activitiesTWD million · IFRS | 783,360 | 698,970 | 497,070 | +12.07 % | +57.6 % |
| Capital expendituresTWD million · IFRS | 496,000 | 350,760 | 297,220 | +41.41 % | +66.88 % |
| Free Cash FlowTWD million · IFRS | 287,360 | 348,210 | 199,850 | -17.48 % | +43.79 % |
Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.
Revenue history
Net Revenue
Profitability history
Gross MarginOperating Margin
Full quarterly statements
| Metric / Unit | Q2 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|
| Net RevenueTWD million | 933,790 | 1,134,100 | 1,270,380 |
| Gross Marginpercent | 58.6% | 66.2% | 67.7% |
| Operating Marginpercent | 49.6% | 58.1% | 60.3% |
| Net Income Attributable to Shareholders of the Parent CompanyTWD million | 398,270 | 572,480 | 706,560 |
| Net Profit Marginpercent | 42.7% | 50.5% | 55.6% |
| EPS (NT Dollar)TWD/share | 15.36 | 22.08 | 27.25 |
| Cash from operating activitiesTWD million | 497,070 | 698,970 | 783,360 |
| Capital expendituresTWD million | 297,220 | 350,760 | 496,000 |
| Free Cash FlowTWD million | 199,850 | 348,210 | 287,360 |
Revenue composition
3nm5nm7nm16/20nm28nm40/45nm65nm90nm0.11/0.13µm0.15/0.18µm0.25µm and above2nm90nm–0.13µm≥0.15µm
| Category / Revenue basis | Q2 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|
| 3nmWafer revenue | 24% | 25% | 30% |
| 5nmWafer revenue | 36% | 36% | 33% |
| 7nmWafer revenue | 14% | 13% | 11% |
| 16/20nmWafer revenue | 7% | 7% | 6% |
| 28nmWafer revenue | 7% | 7% | 6% |
| 40/45nmWafer revenue | 3% | 3% | 2% |
| 65nmWafer revenue | 3% | 4% | 4% |
| 90nmWafer revenue | 1% | 1% | — |
| 0.11/0.13µmWafer revenue | 2% | 1% | — |
| 0.15/0.18µmWafer revenue | 3% | 2% | — |
| 0.25µm and aboveWafer revenue | 0% | 1% | — |
| 2nmWafer revenue | — | — | 3% |
| 90nm–0.13µmWafer revenue | — | — | 2% |
| ≥0.15µmWafer revenue | — | — | 3% |
† Calculated share. Product groups, reportable segments and submarket denominators are kept separate. Missing categories are not zero-filled.
Customer & geographic revenue
Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.
Source & calculation disclosure
Net revenue by customer geography
FY2025 · ANNUAL · TWD million · Complete disclosed breakdown
2025-01-01 → 2025-12-31
Revenue denominator: 3,809,054 TWD million · Published: 2026-04-16
TSMC 2025 Form 20-F ↗Customer-based geography; China and Japan excluded from Asia Pacific.
| Region | TWD million | Revenue share | Evidence & disclosure |
|---|---|---|---|
| North America | 2,875,270Reported | 75.49%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Asia Pacific | 329,269Reported | 8.64%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| China | 327,503Reported | 8.6%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| Japan | 150,428Reported | 3.95%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
| EMEA | 126,584Reported | 3.32%Calculated | Source ↗ Revenue / matching disclosed revenue denominator × 100. |
Disclosure
Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.
Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09
Download exposure CSVOriginal IR documents
Comparison rules & source notes
This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.
- Revenue, wafer revenue share and physical wafer shipments remain separate. Foundry operating estimates are available in the dedicated foundry desk.
Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.