TSMC reported revenue of $40.2 billion and EPS of $27.25, beating estimates, driven by HPC revenue surging 20% QoQ to 66% of total and advanced nodes below 7 nm reaching 77% of wafer sales. Gross margin hit 67.7%, though management flagged a 3-4 point dilution from the 2 nm ramp, which already contributed 3% of wafer revenue in its debut quarter. The company raised full-year revenue growth guidance above 40% and lifted CapEx to $60-64 billion while committing an extra $100 billion to Arizona fabs, signaling strong AI-led conviction amid ongoing consumer segment weakness and overseas margin pressure.

Company: Taiwan Semiconductor Manufacturing Company Limited (TSM) — Q2 FY2026

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