TSMC will release its Q2 2026 results before U.S. markets open on July 16, with the earnings conference call beginning at 2:00 a.m. ET at the Mandarin Oriental in Taipei. A typhoon that shut down Taiwan's financial markets on Friday forced TSMC to postpone its June 2026 monthly sales data release to July 13. Wall Street expects quarterly revenue of roughly $40 billion, compared to $30.07 billion in Q2 2025 — a year-over-year increase of about 33%. Analysts put Q2 earnings per ADR unit at approximately $3.80-$3.83, up from $2.47 a year ago. TSMC has beaten those consensus estimates in each of its four most recent quarters, with an average positive surprise of 8.34%. The revenue figure is almost beside the point, as July 16 tests whether the AI infrastructure buildout is decelerating, plateauing, or still accelerating. TSMC is the world's largest contract chipmaker, fabricating advanced semiconductors for Apple, Nvidia, AMD, Broadcom, Google, and Amazon. In Q1 2026, advanced technologies at 7-nanometer and below generated 74% of TSMC's total wafer revenue, and high-performance computing accounted for 61% of total Q1 revenue, up 20% quarter-over-quarter.