Taiwan Semiconductor Manufacturing Company stock weighs 36.05 percent Q2 growth

Published on 09/28/2026 at 15:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Taiwan Semiconductor Manufacturing Company stock was at USD 446.68 on September 28, 2026, while Q2 revenue rose 36.05 percent year over year. August sales climbed 53.3 percent, setting a high bar for Q3.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing Company (ISIN US8740391003) was trading at USD 446.68 on the NYSE on September 28, 2026, down 0.87 percent from the prior close of USD 450.61. The key operating backdrop is stronger: second-quarter 2026 revenue reached USD 40.20 billion, up 36.05 percent year over year, according to FinanceFeeds.

Q2 growth raises the bar

The June 2026 quarter combined rapid sales growth with unusually high profitability. Gross margin reached 67.7 percent, compared with 58.6 percent a year earlier, while operating margin was 60.3 percent, according to the same July 2026 earnings context reported by FinanceFeeds.

That margin profile matters because Taiwan Semiconductor Manufacturing Company is expanding advanced-node production while demand from artificial intelligence and high-performance computing remains the central growth driver. The company profile identifies its business as semiconductor manufacturing, packaging, testing and integrated-circuit sales across global markets.

August sales strengthen Q3 setup

August 2026 revenue rose 53.3 percent year over year and 10.1 percent from July to TWD 514.81 billion, per FinanceFeeds. The monthly figure gives investors a concrete checkpoint before the company reports third-quarter results.

On the estimates side, the Yahoo Finance quote page lists a September 2, 2026, Stifel rating of Buy with a USD 515.00 price target and an average target of USD 552.26. The same page gives October 15, 2026, as the next earnings date, according to Yahoo Finance.

Valuation meets execution

At USD 446.68, the stock remains USD 32.32 below the 52-week high of USD 479.00 and USD 179.86 above the 52-week low of USD 266.82. Its market capitalization stood at USD 2.3 trillion, with 892,714 shares traded at the September 28, 2026, intraday snapshot.

The investor debate is therefore precise rather than abstract. TSM must convert strong monthly revenue into another high-growth quarter while protecting the 67.7 percent gross-margin benchmark. October 15, 2026, is the next scheduled test of that balance.