The 30%+ YoY revenue growth confirms robust demand for TSMC's leading-edge nodes. Monitor upcoming Q2 2026 earnings for margin trends and forward guidance, which will determine if this top-line strength translates into sustained earnings momentum.
Price Chart
Executive Summary
TSMC reported May 2026 net revenue of NT$416.98 billion, up 30.1% YoY and 1.5% MoM. Year-to-date revenue through May reached NT$1,961.80 billion, up 30.0% YoY, reflecting sustained strong demand for advanced semiconductor manufacturing.
Key Facts
- May 2026 net revenue: NT$416.98 billion, +30.1% YoY, +1.5% MoM
- Jan-May 2026 cumulative revenue: NT$1,961.80 billion, +30.0% YoY
- Revenue growth driven by continued demand for advanced process technologies
Financial Impact
Monthly revenue growth of 30.1% YoY and 30.0% YTD, indicating strong operational momentum
Risk Factors
- Geopolitical tensions affecting global semiconductor demand or supply chain
- Potential capex overhang from global fab expansion plans
- Cyclical demand normalization in end markets
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000367 |
| Document: 0001046179-26-000367-index-headers.html | 0001046179-26-000367 |
| Document: 0001046179-26-000367-index.html | 0001046179-26-000367 |
| Document: 0001046179-26-000367.txt | 0001046179-26-000367 |
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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