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TSMC reports Q1 EPS $3.49, consensus $3.36

Reports Q1 revenue $35.9B, which increased 40.6% year-over-year and increased 6.4% from the previous quarter. Gross margin for the quarter was 66.2%, operating margin was 58.1%, and net profit margin was 50.5%. “Our business in the first quarter was supported by strong demand for our leading-edge process technologies,” said Wendell Huang, Senior VP and Chief Financial Officer of TSMC (TSM). “Moving into second quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”

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