TSMC Q2 Earnings Beat Estimates: 3nm Process Demand Surges Driving Record Results

2026-07-27 21:55:22 211 阅读

TSMC Q2 2026 earnings exceeded expectations; 3nm process contribution surged amid AI chip and HPC demand. This article breaks down key financial data, analyzes advanced process competition, and provides H2 outlook.

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/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Response.php ( 9.07 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/response/Html.php ( 0.97 KB )
/www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )

CONNECT:[ UseTime:0.001270s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.004718s ]
SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.000997s ]
SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.005093s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001420s ]
SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.010407s ]
SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setphi' AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.001419s ]
SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.008000s ]
SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 48 AND ( ( LOWER(name) = 'en' ) OR `subtag` = 'en' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002211s ]
SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.010165s ]
SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '48' LIMIT 1 [ RunTime:0.001736s ]
SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.008344s ]
SELECT `id`,`document_type` FROM `g3ys_document` WHERE `subsite_id` = 48 AND `name` = 'tsmc-q2-earnings-3nm-demand-2026' AND `status` IN ('1','2') LIMIT 1 [ RunTime:0.003749s ]
SELECT * FROM `g3ys_document` WHERE ( `name` = '5739' OR `id` = '5739' ) AND `subsite_id` = 48 LIMIT 1 [ RunTime:0.010312s ]
SHOW TABLES LIKE 'g3ys_document_article' [ RunTime:0.004805s ]
SHOW FULL COLUMNS FROM `g3ys_document_article` [ RunTime:0.002885s ]
SELECT * FROM `g3ys_document_article` WHERE `document_id` = '5739' LIMIT 1 [ RunTime:0.001044s ]
SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.004186s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5739' LIMIT 1 [ RunTime:0.000955s ]
SHOW TABLES LIKE 'g3ys_document_article_lang' [ RunTime:0.004302s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003625s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '5739' [ RunTime:0.017733s ]
SHOW FULL COLUMNS FROM `g3ys_document_article_lang` [ RunTime:0.003661s ]
SHOW TABLES LIKE 'g3ys_category_lang' [ RunTime:0.004018s ]
SHOW FULL COLUMNS FROM `g3ys_category_lang` [ RunTime:0.002908s ]
SELECT * FROM `g3ys_category_lang` WHERE `subsite_id` = '48' AND `category_id` = '1935' AND `lang` = 'en' LIMIT 1 [ RunTime:0.001041s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5739' LIMIT 1 [ RunTime:0.000849s ]
UPDATE `g3ys_total` SET `view_total` = `view_total` + 1 WHERE `target_id` = '5739' [ RunTime:0.003425s ]
SHOW FULL COLUMNS FROM `g3ys_record` [ RunTime:0.006388s ]
SELECT `id` FROM `g3ys_record` WHERE `subsite_id` = '48' AND `type` = 'article' AND `url` = 'https://www.setphi.asia/tsmc-q2-earnings-3nm-demand-2026' AND `create_time` >= 1789193350 AND ( `visitor_id` = 'eb2fd7b6ca4eaf7ae3c943dcc18afa88' OR `session_id` = '2e58757b102a5c17bdd20dc8ade36f78' ) LIMIT 1 [ RunTime:0.001888s ]
INSERT INTO `g3ys_record` SET `subsite_id` = '48' , `uid` = '0' , `visitor_id` = 'eb2fd7b6ca4eaf7ae3c943dcc18afa88' , `session_id` = '2e58757b102a5c17bdd20dc8ade36f78' , `type` = 'article' , `target_id` = '5739' , `target_type` = 0 , `category_id` = '1935' , `title` = 'TSMC Q2 Earnings Beat Estimates: 3nm Process Demand Surges Driving Record Results' , `url` = 'https://www.setphi.asia/tsmc-q2-earnings-3nm-demand-2026' , `path` = '/tsmc-q2-earnings-3nm-demand-2026' , `query_string` = '' , `referer` = '' , `referer_domain` = '' , `source_type` = 'direct' , `source_domain` = '' , `search_engine` = '' , `search_keyword` = '' , `utm_source` = '' , `utm_medium` = '' , `utm_campaign` = '' , `utm_term` = '' , `utm_content` = '' , `ip` = '216.73.216.55' , `user_agent` = 'Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)' , `device_type` = 'pc' , `browser` = '其他' , `browser_version` = '' , `os` = '其他' , `os_version` = '' , `language` = '' , `is_spider` = 0 , `spider_name` = '' , `status_code` = 200 , `country` = '' , `province` = '' , `city` = '' , `district` = '' , `isp` = '' , `region_code` = '' , `geo_status` = 0 , `geo_time` = 0 , `create_time` = 1789193410 , `update_time` = 1789193410 [ RunTime:0.004632s ]
SHOW FULL COLUMNS FROM `g3ys_comment` [ RunTime:0.009490s ]
SELECT COUNT(*) AS think_count FROM `g3ys_comment` WHERE `target_id` = '5739' AND `pid` = '0' [ RunTime:0.000987s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '0' AND `status` = '1' AND ( ( sort > 0) or ( sort = 0 and id < 5739) ) ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.008242s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '5624' AND `status` = '1' ORDER BY `sort` ASC,`id` DESC LIMIT 1 [ RunTime:0.003453s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '5624' [ RunTime:0.046549s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '5739' AND `status` = '1' AND `document_type` = 0 ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.003954s ]
SELECT * FROM `g3ys_document` WHERE `category_id` = 1935 AND `subsite_id` = 48 AND `pid` = '0' AND `status` = '1' AND `document_type` = 0 AND ( ( sort>0 and sort <= 0 and id!=5739) or ( sort = 0 and id > 5739) ) ORDER BY `sort` DESC,`id` ASC LIMIT 1 [ RunTime:0.004052s ]
SELECT * FROM `g3ys_document_article_lang` WHERE `subsite_id` = '48' AND `lang` = 'en' AND `document_id` = '5752' [ RunTime:0.016390s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001304s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001048s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001015s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001053s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001023s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002030s ]
SELECT * FROM `g3ys_total` WHERE `target_id` = '5739' LIMIT 1 [ RunTime:0.001624s ]
SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.012198s ]
SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-detail-full' AND `subsite_id` = '48' AND `status` = 1 LIMIT 1 [ RunTime:0.004737s ]
SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.015267s ]
SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '48' AND `ad_location_id` = '115' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1789193410 ) AND ( `end_time` = 0 OR `end_time` >= 1789193410 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.003825s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.011257s ]
SELECT * FROM `g3ys_ad_lang` WHERE `ad_id` = 115 AND `subsite_id` = '48' AND `lang` = 'en' [ RunTime:0.003711s ]
SHOW FULL COLUMNS FROM `g3ys_ad_lang` [ RunTime:0.009896s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001199s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003496s ]
SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '48' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003142s ]

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