From CNBC, July 13:
- TSMC reported a 6.2% month-on-month and 68% year-on-year jump in June revenue.
- The company reported a first-half revenue of NT$ 2404.48 billion for 2026, marking a 35.6% increase compared to the same period last year.
- The Taiwanese chip giant’s stock rose 1%.
Taiwan Semiconductor Manufacturing Co. reported a 67.9% year-on-year rise in its June sales on Monday, ahead of its second-quarter earnings release later this week.
For the first half of 2026, TSMC’s total revenue reached 2.4 trillion new Taiwan dollars ($74.99 billion), representing a 35.6% increase compared to the same period in 2025. TSMC reported June revenue of NT$ 442.68 billion — a 6.2% increase from the previous month.
The Taiwanese chip giant’s shares rose 1% Monday.
TSMC’s numbers are “quite robust,” said Sravan Kundojjala, an analyst at SemiAnalysis, noting that the chipmaker’s second-quarter revenue exceeded its high-end guidance of $40.2 billion. The result came whereas historically June revenue has declined month-over-month over the past four years, he added.
“The demand supply situation in AI is still quite tight and TSMC is sold out on N3, which is targeted by all leading AI GPU and CPUs this year,” he added.
The world’s largest contract chipmaker manufactures semiconductors for a wide range of applications, spanning from smartphones to high-performance AI computing systems, with key clients including U.S. technology leaders such as AI darling Nvidia, Apple and Advanced Micro Devices....
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And from the company:
TSMC June 2026 Revenue Report
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