TSMC (TSM/2330 TT) Q1 2026 (TWD) Net Income 572.5bln (exp. 542.38bln), Revenue 1.13tln (prev. 839.3bln Y/Y), Op. Profit 659bln (prev. 407.1bln Y/Y)

TSMC's earnings report for Q1 2026 shows a strong performance, with net income exceeding expectations significantly.

Newsquawk StaffPublished 16 Apr 2026, 05:50 UTCOn the live feed at 05:30 UTC — 1 more headline followed before this page went public

Newsquawk headlinesUTC

05:54

Pakistani Army Chief is heading to the US on Friday as part of mediation efforts between the US and Iran, Al Jazeera reports citing a Pakistani security source

05:34

Diplomatic sources suggest that "Washington is pressing forcefully to cool down the Lebanese front", via Kan's Kais; "Second round of negotiations between Israel and Lebanon will take place in Washington soon"

05:30

TSMC (TSM/2330 TT) Q1 2026 (TWD) Net Income 572.5bln (exp. 542.38bln), Revenue 1.13tln (prev. 839.3bln Y/Y), Op. Profit 659bln (prev. 407.1bln Y/Y)

05:24

Newsquawk Daily European Opening News - 16th April 2026

05:16

ECB’s Demarco says policymakers must be patient on rate decisions, but warns an adverse scenario could materialise; adverse scenario could require two rate hikes; longer-term inflation expectations anchored

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Other Metrics:

Op. Margin 58.1% (prev. 48.5% Y/Y, prev. guided 54-56%).
Gross Margin 66.2% (exp. 64.5%, prev. 58.8% Y/Y, prev. guided 63-65%).
Capex 11.1bln (prev. 11.5bln Q/Q).
Advanced Nodes account for 74% of Q1 wafer sales.

Revenue breakdown:

Q1 Revenue from smartphones -11% Q/Q.
Q1 Revenue from high performance computing +20% Q/Q.
From a geographic perspective, revenue from customers based in North America accounted for 76% of total net revenue in 1Q26, while revenue from Asia Pacific, China, Japan, and EMEA (Europe, Middle East, and Africa) accounted for 9%, 7%, 4%, and 4% of total net revenue respectively.

Context

This suggests robust operational efficiency and a solid demand trajectory, particularly in high-performance computing, which could influence investor sentiment positively toward tech equities. The improvements in margins also reflect better cost management and potentially lift outlooks for peer companies in the semiconductor sector.

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