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TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC guided revenue between US$39 billion and US$42 billion, up 8.6% to 17% sequentially, or NT$1.236 trillion to NT$1.331 trillion at NT$31.7 per US dollar. Gross margin is forecast at 65.5%–67.5%, with operating margin at 56.5%–58.5%.