TSMC Q1 2026 Earnings: Record Revenue Growth, Record Profit Margins, and Strong Outlook

Note: This section contains information in English only.
Source: Dukascopy Bank SA
TSMC reported an exceptionally strong first quarter in 2026, driven largely by surging demand for its most advanced process technologies.



Profitability remained exceptionally robust across all metrics. TSMC reported a gross margin of 66.2%, an operating margin of 58.1%, and a net profit margin of 50.5%, reflecting both strong pricing power and operational efficiency at scale. A key driver behind this performance was the company's dominance in advanced semiconductor technologies. Nodes at 7 nanometers and below accounted for 74% of total wafer revenue, highlighting the industry's rapid shift toward cutting-edge manufacturing. Within this segment, 5-nanometer technology contributed 36% of wafer revenue, 3-nanometer accounted for 25%, and 7-nanometer made up 13%.

Looking ahead, management expects this momentum to continue into the second quarter of 2026, supported by sustained demand for advanced nodes. Revenue is projected to fall between US$39.0 billion and US$40.2 billion. Assuming an exchange rate of NT$31.7 to the U.S. dollar, gross margins are expected to remain strong, ranging from 65.5% to 67.5%, while operating margins are forecast between 56.5% and 58.5%.
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