TSMC Q2 Earnings Call: What It Means For SMH - Seeking Alpha

seekingalpha.com 2026-07-23 Seeking Alpha

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TSMC Semiconductor Industry Earnings Call AI Demand Capex Guidance Gross Margin Semiconductor ETF SMH SMHX Advanced Process Nodes Supply Chain Investment Strategy

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Taiwan Semiconductor Manufacturing Company (TSMC) delivered a strong Q2 2026 performance, with revenue up 36% YoY to $40.2B and net income surging 77.4% to a record high. Gross margin reached 67.7%, e... Read original →

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