Taiwan Semiconductor Manufacturing reports Q1 2026 net revenue of $35.9 billion, up 40.6% year-over-year, with net profit margin expanding to 50.5%.

Taiwan Semiconductor Manufacturing released Q1 2026 results on April 16, generating net revenue of $35.9 billion, up 40.6% over Q1 2025, with earnings per share surging 58.3% and net profit margin growing to 50.5%.

The company controls 72% of the pure foundry chip market (manufacturing semiconductors designed by other companies), with its nearest competitor Samsung controlling just 7%. Taiwan Semiconductor manufactures chips for Apple, Broadcom, Nvidia, and Qualcomm, and operates factories globally including an expansion in Arizona where Nvidia's Blackwell chips are produced.

For Q2 2026, Taiwan Semiconductor is targeting operating margin of 56.5% to 58.5% and total revenue of $39 billion to $40.2 billion. For the remainder of 2026, the company is targeting 30% revenue growth over 2025.