Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon everyone and welcome to TSMC's second quarter 2026 earnings conference and conference call. This is Jeff Su, TSMC's Director of Investor Relations and your host for today. Today's event is being webcast live through TSMC's website at www.tsmc.com where you can also download the earnings release materials. If you're joining us through the conference call, your dial-in lines are in listen-only mode. The format for today's event will be as follows. First, TSMC's Senior Vice President and CFO, Mr. Wendell Huang, will summarize our operations in the second quarter of 2026, followed by our guidance for the third quarter of 2026. Afterwards, Mr. Huang and TSMC's Chairman and CEO, Dr. Cici Wei, will join me to provide the company's key messages. Then we will open both the floor and the line for the question and answer session. As usual, I'd like to remind everybody that today's discussions may contain forward-looking statements that are subject to significant risk and uncertainties, which could cause actual results to differ materially from those contained in the forward-looking statements. Please refer to the safe harbor notice that appears in our press release. And now, I would like to turn the microphone over to TSMC CFO, Mr. Wendell Huang for the summary of operations and the current quarter guidance. Thank you, Jeff. Good afternoon, everyone. Thank you for joining us today. My presentation will start with financial highlights for the second quarter of 2026. After that, I will provide the guidance for the third quarter of 2026. Now let's move on to revenue by technology. 2 nanometer process technology contributed 3% of wafer revenue in the second quarter. 3 nanometer, 5 nanometer, and 7 nanometer accounted for 30%, 33%, and 11% respectively. Advanced techn...