TSMC's strong Q1 results and massive capacity expansion signal confidence in AI-driven demand. Monitor execution on Arizona fab ramp and next quarter's revenue growth for sustained momentum.
Price Chart
Executive Summary
TSMC reported Q1 2026 revenue of NT$1,134.10 billion (US$ equivalent approximately ~$35B) and net income of NT$572.48 billion, with EPS of NT$22.08. The board approved massive capital appropriations of ~US$31.28 billion for advanced technology capacity and construction, plus a US$20 billion capital injection into TSMC Arizona. A NT$7.0 per share dividend was declared.
Key Facts
- Q1 2026 net sales: NT$1,134.10 billion
- Net income: NT$572.48 billion
- Diluted EPS: NT$22.08
- Dividend: NT$7.0 per share for Q1 2026, payable Oct 8, 2026
- Capital appropriations approved: ~US$31.28 billion for technology capacity and fab construction
- Capital injection of up to US$20 billion to subsidiary TSMC Arizona
- Four senior personnel promotions approved
Financial Impact
Q1 2026 net income of NT$572.48B (~US$17.8B at current rates); capital spending commitment of US$31.28B plus US$20B equity injection into Arizona subsidiary
Risk Factors
- Execution risk on $31.28B capex and Arizona construction
- Geopolitical risks in Taiwan and US-China tensions
- Potential demand slowdown in semiconductor cycle
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001046179-26-000274 |
| Document: 0001046179-26-000274-index-headers.html | 0001046179-26-000274 |
| Document: 0001046179-26-000274-index.html | 0001046179-26-000274 |
| Document: 0001046179-26-000274.txt | 0001046179-26-000274 |
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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