Taiwan Semiconductor Manufacturing (TSMC), the world’s largest contract chipmaker, reported June revenue of T$442.68 billion ($13.78 billion).

This marked a 67.9% year-on-year jump, the fastest monthly growth of 2026, driven by artificial intelligence (AI) chip demand.

AI Demand Powers Record Revenue For The Chipmaker Giant

June sales rose 6.2% from May and pushed second-quarter revenue to T$1.27 trillion, or $39.62 billion. That total topped the T$1.264 trillion estimate compiled by LSEG from 20 analysts. Dollar figures reflect an exchange rate of 32.13 New Taiwan dollars to the US dollar.

The monthly figures show clear acceleration. June’s 67.9% growth far outpaced February’s 22.2% and April’s 17.5%, signaling that customers are pulling orders forward amid intensifying AI infrastructure spending.

First-half revenue reached T$2.4 trillion, about $74.99 billion, up 35.6% year-on-year. Notably, in six months, TSMC has already earned about 63% of its entire 2025 revenue of T$3.81 trillion.

TSMC held roughly 73% of the global pure-foundry market in the first quarter, according to Counterpoint Research.

The monthly figures did not include profit or margin details. The chipmaker will disclose full second-quarter earnings on Thursday, July 16. Analysts expect a 58.8% rise in second-quarter net profit, per LSEG.

The revenue is now locked and public, so Thursday’s call cannot surprise on the top line. The only market-moving variable left is the outlook. 

Investors will watch whether management raises the full-year guide above its current 30% growth floor and whether it lifts capex again. That decision is the AI capital-spending ceiling question in another form heading into July 16.

Source: BeInCrypto