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TSMC Q2 2026 Quarterly Results:
Revenue = US $40.2 billion (up 36% YoY) \[Guidance was US $39 to US $40.2 billion\]
Gross Margin = 67.7% (up 15.5% YoY) \[Guidance was 65.5% to 67.5%\]
Net Income = US $22.37 billion (up 77.8% YoY)
Earnings Per Share = US $4.31 (up 77.4% YoY)
Free Cash Flow = US $9.1 billion (up 43.8% YoY)
High Performance Computing revenue slice was 66% (up 20% YoY).
Smartphone revenue slice was 22% (down 4% YoY).
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Position: Long TSM. NFA