TSMC
TWSE: 2330 · NYSE: TSM · Taiwan
TSMC makes the chips almost everyone else on this site designs. It is a foundry, not a chip company: it takes no position on whose architecture wins, which is precisely why every leading-edge customer ends up at the same door. The concentration that follows - one company, one island, the entire advanced node - is the single largest structural risk in technology.
| Period | Revenue (NT$ m) | Source |
|---|---|---|
| Q1 25 | 839,254 | TSMC 1Q26 earnings release, year-ago column |
| Q2 25 | 933,792 | TSMC 2Q26 earnings release, year-ago column |
| Q3 25 | 989,918 | TSMC 4Q25 earnings release, prior-quarter column |
| Q4 25 | 1,046,090 | TSMC 4Q25 earnings release |
| Q1 26 | 1,134,103 | TSMC 1Q26 earnings release |
| Q2 26 | 1,270,381 | TSMC 2Q26 earnings release |
Source: TSMC 2Q26 earnings release
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