The strong results and raised guidance suggest continued demand for TSMC's advanced nodes. Traders should monitor the company's execution on capacity expansion and technology leadership, particularly in 3nm and 5nm processes.
Price Chart
Executive Summary
TSMC reported strong first quarter 2026 results with revenue of $35.9 billion (up 40.6% YoY) and EPS of $3.49, driven by demand for advanced process technologies. Management expects second quarter revenue between $39.0-$40.2 billion, indicating continued growth momentum.
Key Facts
- Q1 2026 revenue: $35.90 billion (up 40.6% YoY)
- Q1 2026 EPS: $3.49 per ADR unit
- Q2 2026 revenue guidance: $39.0-$40.2 billion
- Gross margin: 66.2% (up from 62.3% YoY)
- Advanced technologies (7nm and below) accounted for 74% of wafer revenue
Financial Impact
Revenue increased 40.6% YoY to $35.9 billion
Risk Factors
- Competition from other foundries
- Geopolitical risks in Taiwan
- Potential slowdown in semiconductor demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000199 |
| Document: tsm-20260416x6k.htm | 0001046179-26-000199 |
| Document: a1q26presentatione.htm | 0001046179-26-000199 |
| Document: 0001046179-26-000199-index-headers.html | 0001046179-26-000199 |
| Document: 0001046179-26-000199-index.html | 0001046179-26-000199 |
| Document: 0001046179-26-000199.txt | 0001046179-26-000199 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 10, 2026 19w ago | 6-K | $11.24 $17.24 | ▲ +53.38% | ▲ +51.24% | — |
Jun 4, 2026 20w ago | 6-K | $17.24 | awaiting T+5 | — | — |
May 15, 2026 23w ago | 6-K | $17.24 $17.24 | · 0.00% | ▼ −0.96% | — |
May 15, 2026 23w ago | 6-K | $17.24 $17.24 | · 0.00% | ▼ −0.96% | — |
May 12, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −0.08% | — |
May 12, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −0.08% | — |
May 8, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −1.46% | — |
May 8, 2026 24w ago | 6-K | $17.24 $17.24 | ▲ +0.00% | ▼ −1.46% | — |
Apr 24, 2026 26w ago | 6-K | $17.24 $17.24 | ▼ −0.00% | ▼ −0.91% | — |
Apr 17, 2026 27w ago | 6-K | $17.24 $17.24 | ▼ −0.00% | ▼ −0.55% | — |
US Market Status
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