TSMC Q2-2026 Results (16 July 2026): Net Margin Above 40.0%
Hit
✦ AI-generated prediction
Published on 15. July 2026
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Predicted for 16. July 2026
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Based on: Historical Cycle
Taiwan Semiconductor Manufacturing (NYSE: TSM) reports Q2-2026 results on 16 July 2026. Net margin stood at approximately 43% in Q1 2026, structurally stabilised above 40% by explosive AI-chip demand (CoWoS-Advanced packaging for NVIDIA Blackwell, Apple A20 production on N2). ASML reported today (15 July) with €9.3 billion quarterly revenue at 54% gross margin and raised full-year targets – a positive sector signal. TSMC's Q2 revenue guidance was NT$1,080–1,120 billion; at this revenue volume and expected product mix (high N3/N2 share), a net margin above 40% is historically near-certain. No direct Polymarket/Kalshi anchor available; calibrated on TSMC margin history and semiconductor sector trend.
Data basis for this prediction
- TSMC Q1 2026 Ergebnisse: Nettomarge ca. 43 % (TSMC IR, April 2026)
- ASML Q2 2026: €9,3 Mrd. Nettoumsatz, Bruttomarge 54 %, Guidance erhöht (StockTitan, 15. Juli 2026)
- TSMC Q2-2026-Umsatzguidance: NT$1.080–1.120 Mrd. (TSMC IR, April 2026)
- Reuters: TSMC AI-chip demand drives margin expansion Q1–Q2 2026
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] TSMC Q2 2026 Nettomarge: 55,6 % (weit über 40,0 %). Quelle: TechPowerUp / SEC Form 6-K TSMC Q2 2026
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