重大事件
外國發行人報告
6-K
2026-07-16
台積電提交6-K公告第二季業績 收入年增36%淨利飆77% 2納米貢獻3%收入
AI 繁中摘要
台積電（TSMC）呈交 SEC 6-K 申報文件，公布 2026 年第二季業績，表現強勁 💪
截至 2026 年 6 月 30 日止第二季度，台積電合併收入約新台幣 1.27 兆元（約 402 億美元），按年增長 36.0%；淨利潤新台幣 7,065.6 億元，按年激增 77.4%；每股盈利新台幣 27.25 元（每 ADR 單位 4.31 美元）。以美元計，第二季收入為 402 億美元，按年升 33.7%，按季升 12.0% 📈
毛利率達 67.7%，營業利潤率 60.3%，純利率 55.6%，反映定價能力與成本控制出色。在先進製程方面，7 納米及以上先進技術佔晶圓收入 77%，其中 3 納米佔 30%、5 納米佔 33%，而剛起步的 2 納米已貢獻 3% 收入，顯示新技術快速量產 🔬
管理層展望第三季：收入預期介乎 446 億至 458 億美元（按新台幣 32 元兌 1 美元計算），毛利率料介乎 65% 至 67%，營業利潤率介乎 56% 至 58%。財務總監黃仁昭表示，第二季業務受惠於領先製程的強勁需求，第三季將繼續受惠於 2 納米技術的急速上量 📊
對投資者而言，台積電持續受惠於 AI 及高效能運算需求，先進製程（尤其 2 納米）進入量產將帶動收入與盈利進一步增長。惟需留意匯率波動及地緣政治風險，但整體基本面穩健，適合長線持有 💎
展開英文正文
EX-99.1 2 a2q26e_withguidancexfinal.htm EX-99.1 Document TSMC Reports Second Quarter EPS of NT$27.25 HSINCHU, Taiwan, R.O.C., Jul. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026. Year-over-year, second quarter revenue increased 36.0%, while net income and diluted EPS both increased 77.4%. Compared to first quarter 2026, second quarter results represented a 12.0% increase in revenue and a 23.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis. In US dollars, second quarter revenue was $40.20 billion, which increased 33.7% year-over-year and increased 12.0% from the previous quarter. Gross margin for the quarter was 67.7%, operating margin was 60.3%, and net profit margin was 55.6%. In the second quarter, shipments of 2-nanometer accounted for 3% of total wafer revenue; 3-nanometer accounted for 30%; 5-nanometer accounted for 33%; and 7-nanometer accounted for 11%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 77% of total wafer revenue. “Our business in the second quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC. “Moving into third quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.” Based on the Company’s current business outlook, management expects the overall performance for third quarter 2026 to be as follows: •Revenue is expected to be between US$44.6 billion and US$45.8 billion; And, based on the exchange rate assumption of 1 US dollar to 32 NT dollars, •Gross profit margin is expected to be between 65% and 67%; •Operating profit margin is expected to be between 56% and 58%. TSMC’s 2026 second quarter consolidated results: (Unit: NT$ million, except for EPS) 2Q26 Amounta 2Q25 Amount YoY Inc. (Dec.) % 1Q26 Amount QoQ Inc. (Dec.) % Net sales 1,270,381933,79236.01,134,10312.0 Gross profit 860,311547,36957.2751,29514.5 Income from operations 766,603463,42365.4658,96616.3 Income before tax 862,430493,03674.9687,80025.4 Net income 706,562398,27377.4572,48023.4 EPS (NT$) 27.25b 15.36c 77.422.08d 23.4 a: 2Q2026 figures have not been approved by Board of Directors b: Based on 25,932 million weighted average outstanding shares c: Based on 25,929 million weighted average outstanding shares d: Based on 25,931 million weighted average outstanding shares About TSMC TSMC pioneered the pure-play foundry business model when it was founded in 1987, and has been the world’s leading dedicated semiconductor foundry ever since. The Company supports a thriving ecosystem of global customers and partners with the industry’s leading process technologies and portfolio of design enablement solutions to unleash innovation for the global semiconductor industry. With global operations spanning Asia, Europe, and North America, TSMC serves as a committed corporate citizen around the world. TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534 customers in 2025 by providing the broadest range of advanced, specialty and advanced packaging technology services. The Company is headquartered in Hsinchu, Taiwan. For more information please visit https://www.tsmc.com. # # # TSMC Spokesperson: Wendell Huang Senior Vice President and CFO Media Contacts: Nina Kao Head of Public Relations Tel: 886-3-563-6688 ext.712-5036 Mobile: 886-988-239-163 E-Mail: [email protected] Ulric Kelly Public Relations Tel: 886-3-563-6688 ext.712-6541 Mobile: 886-978-111-503 E-Mail: [email protected]