PSMC margin rebound reflects AI-driven memory shortage

DigiTimes reports that PSMC posted second-quarter 2026 revenue of NT$17.291 billion, up 27% sequentially and 53% from a year earlier. Gross margin rose to 28%, up 18 percentage points from the first quarter, while operating margin turned positive and net profit after tax reached NT$3.291 billion. For RamTrend, the key point is that memory shortages are now visible in supplier profitability, not only in price forecasts. PSMC's results support the view that AI demand is tightening multiple parts of the semiconductor supply chain, including memory-adjacent foundry and packaging capacity.