Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2026 Earnings Call Transcript
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2026 Earnings Call Transcript
TSMC posts record quarter — but expectations are now ‘exceptionally high,' says fund manager
Shares in Taiwan Semiconductor Manufacturing Corp., or TSMC, declined on Thursday as investors likely sought to gain profit after a record quarter for the chipmaker giant, with expectations for the stock now “exceptionally high,” a fund manager warned.
Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights
Taiwan Semiconductor Manufacturing NYSE: TSM raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure.
How AI powered TSMC's record quarter
TSMC reports a 77% surge in quarterly profit, beating expectations by a wide margin. The contract chipmaker – Asia's most valuable company – said net profit came in at NT$706.6 billion in Q2, amid strong global demand for AI processors.
TSMC stock in focus as profit jumps 77% and operating margin crushes guidance
TSMC delivered a far bigger earnings beat than investors expected on Thursday, as demand for advanced AI chips pushed quarterly profit above NT$700 billion for the first time. Net income surged 77.4% to a record NT$706.56 billion, comfortably exceeding the NT$632.6 billion estimates.
TSMC's Earnings Streak Continues on Robust AI Demand
The world's largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
TSMC second-quarter profit jumps 23%, beating estimates, on high-end chip boom
TSMC recorded over 23% profit jump. Both the company's quarterly revenue and profit both topped estimates.
TSMC Q2 profit jumps 77% to record, far surpasses expectations
TSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record, riding the wave of surging global demand for its artificial intelligence processors.
Kospi tumbles 6% as Asian markets brace for TSMC's earnings test
Asian stocks fell on Thursday as a renewed sell-off in chipmakers exposed the risk of sky-high expectations before TSMC's quarterly results. South Korea bore the brunt, with the Kospi down about 6.4% as SK Hynix lost 11% and Samsung Electronics fell more than 8%.
TSMC's second-quarter profit seen hitting record on AI boom
TSMC, the world's largest manufacturer of advanced AI chips, is expected to notch a fifth consecutive quarter of record earnings on Thursday, with a 59% surge in net profit for April-June, driven by booming global demand for AI infrastructure.
Taiwan Semiconductor Manufacturing Company heads into earnings with Wedbush expecting continued AI-driven growth
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) is expected to report second quarter results that come in slightly ahead of expectations, with Wedbush analysts pointing to strong revenue trends and continued demand for advanced semiconductor technologies as potential drivers for a stronger outlook. Wedbush reiterated its ‘Outperform' rating ahead of TSMC's earnings, writing that the company's monthly revenue figures indicate it likely exceeded the firm's prior second-quarter top-line estimate by around 1%, similar to the previous quarter's performance.
3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNH
Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).
