Taiwan Semiconductor Manufacturing Company (TSMC), recognized as the largest contract chipmaker in the world, has announced an impressive revenue figure of T$442.68 billion ($13.78 billion) for June. This represents a staggering 67.9% increase compared to the same month last year, marking it as the fastest monthly growth period in 2026, primarily driven by soaring demand for artificial intelligence (AI) chips.
The boost in sales from May to June stood at 6.2%, contributing to a substantial second-quarter revenue of T$1.27 trillion, equivalent to approximately $39.62 billion. This figure surpassed analysts' predictions, which estimated T$1.264 trillion, as compiled by LSEG, encompassing insights from 20 financial analysts. The reported dollar amount reflects the exchange rate of 32.13 New Taiwan dollars to the US dollar.
Notably, the monthly revenue growth has clearly accelerated during the year. The remarkable 67.9% increase in June dwarfs previous months, such as February and April, which only saw growth rates of 22.2% and 17.5%, respectively. This trend suggests that clients are expediting their orders amid rising expenditures on AI infrastructure.
For the first half of the year, TSMC's revenue reached T$2.4 trillion, or about $74.99 billion, indicating a year-on-year rise of 35.6%. Impressively, in just six months, the company has already achieved around 63% of its total revenue for 2025, which stands at T$3.81 trillion.
In the first quarter of the year, TSMC commanded approximately 73% of the global pure-foundry market, according to research from Counterpoint. However, the reported figures do not yet include profit or margin specifics. The company is set to reveal its complete second-quarter earnings on Thursday, July 16, with analysts forecasting a 58.8% surge in net profit for the quarter, as indicated by LSEG.
With the revenues now publicly available, the focus will shift to the upcoming earnings call. Investors are keenly interested to see if management will revise the full-year growth projection beyond its current estimate of 30% and whether there will be an increase in capital expenditures, pivotal questions as the AI spending landscape continues to evolve leading into July 16.
This content is for informational purposes only and should not be considered as financial advice.
