Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 67.9% year‑on‑year increase in 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 NT$2.4 trillion (US$74.99 billion), up 35.6% from the same period in 2025. June revenue was NT$442.68 billion, a 6.2% rise from the prior month.
The chipmaker’s shares gained about 1% on Monday.
“The numbers are quite robust,” said Sravan Kundojjala, an analyst at SemiAnalysis. He noted that second‑quarter revenue surpassed the high‑end guidance of US$40.2 billion, a contrast to the typical month‑over‑month decline in June revenue over the past four years.
“AI demand remains tight, and TSMC’s N3 node is sold out, targeted by all leading AI GPUs and CPUs this year,” Kundojjala added.
TSMC, the world’s largest contract chipmaker, produces semiconductors for a broad range of applications—from smartphones to high‑performance AI systems—for major U.S. technology firms such as Nvidia, Apple, and AMD.
“We estimate TSMC is on track to generate over US$40 billion in AI‑chip revenue in 2026, roughly 25% of its total revenue,” Kundojjala said.
TSMC plans to add two advanced chip‑packaging plants in the Chiayi Science Park in southern Taiwan, according to Reuters citing remarks from Taiwan’s National Science and Technology Council Minister Wu Cheng‑wen. The first facility is already in mass production, with the second expected to start shortly.
Holding a 73% share of the global pure‑foundry market in Q1 2026, TSMC is set to release its second‑quarter earnings on Thursday, July 16.
