Taiwan Semiconductor Manufacturing Company Limited Q1 2026 Earnings Recap

2330.TW Q1 2026 April 16, 2026

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TSMC delivered solid first quarter results with an 8.4% sequential revenue increase, driven by strong demand for advanced process nodes, and provided optimistic guidance for Q2 2026, maintaining robust profitability outlook.

Earnings Per Share Beat

$22.08 vs $20.92 est.

+5.5% surprise

Revenue Miss

1117782000000 vs 1120757000000 est.

-0.3% surprise

Market Reaction

1-Day -2.64%

5-Day +4.8%

30-Day +4.8%

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Key Takeaways

Q1 revenue rose to USD 35.9 billion, up 8.4% sequentially, with gross margin expanding to 66.2% amid improved capacity utilization and cost efficiencies.
Advanced technologies (7nm and below) accounted for 74% of wafer revenue, with 3nm contributing 25%, highlighting leadership in cutting-edge process adoption.
Q2 revenue guidance of USD 39.0–USD 40.2 billion reflects a 10% sequential growth, with gross margins projected at ~66.5%.
Capital expenditures for Q1 reached USD 11.1 billion; cash and marketable securities stood at USD 106 billion, supporting ongoing expansion and technology ramp-ups.
While geopolitical factors pose potential risks, TSMC’s diversified supply chain and energy resilience strategies aim to mitigate near-term disruptions.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit 2330.TW on AllInvestView.