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[News] TSMC 2Q26 Net Income Soars 77% YoY to NT$706.6B Record; Gross Margin Beats Forecast at 67.7%

What happened

TSMC reported 2Q26 net income up 77% YoY to NT$706.6B with a record 67.7% gross margin, driven by strong demand for 3nm and 2nm processes and CoWoS packaging. Bullish signal indicating sustained tight supply and high capacity utilization in advanced nodes.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

2nm3nm5nm7nmCoWoS

TSMC

shortageprice-hikeearnings-beat

Source and time

Source: TrendForce · 7/15/2026 · View original source

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[News] TSMC 2Q26 Net Income Soars 77% YoY to NT$706.6B Record; Gross Margin Beats Forecast at 67.7%

What happened

Impact and signal

Affected components and suppliers

Source and time

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