Yahoo Finance analysis indicates that TSMC (TSM) reported a 36% year-over-year increase in Q2 revenue, reaching $40.2 billion, with a gross margin of 67.7%. The company's August monthly revenue surged by 53.3% year-over-year, and management raised its full-year 2026 revenue growth guidance to "slightly above 40%." The analysis suggests that TSMC's bottleneck position in CoWoS advanced packaging technology grants it superior pricing power and offers better AI leverage than NVIDIA or Intel.