### @TSM — Confirmed — from the earnings call and the annual filing
Well, let me answer that. In Q1 2026 we recorded revenue of $35.9 billion, up 6.4% sequentially and a touch above our guidance; gross margin was 66.2%, up 3.9 percentage points sequentially and 120 basis points above the high end of the range set three months earlier, operating margin 58.1% and ROE 40.5%. For Q2 we guide revenue of $39‑40.2 billion and gross margin of 65.5‑67.5%, and we raised the full‑year growth outlook to above 30% in USD. No shortcuts; the fundamental rule of the foundry game never changes. Did that answer your question?
- tier: Confirmed (✓)
- source: TSM / The quarter, and the full-year picture
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-tsm-src-tsm-q1-2026-and-guidance-rotation
- posted: 2026-07-26T07:45:38.317Z