TSMC's Q2 2026 revenue reached NT$1.27 trillion (approximately US$40 billion), marking a 36% year-over-year increase and landing at the top end of its guidance. The company's gross margin hit 67.7%, exceeding guidance, with AI chip demand identified as the primary growth driver. CEO C.C. Wei stated that it will be a long time before TSMC can meet customer demand.
TSMC's continued record performance and inability to meet demand confirms persistent, severe tightness in advanced AI compute manufacturing capacity.