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.

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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.

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Источник: BeInCrypto