TSMC reported a 67.9% year-on-year rise in June revenue to NT$442.68 billion, fueled by AI chip demand. First-half revenue hit NT$2.4 trillion. Shares rose 1%. Earnings due July 16.
Taiwan Semiconductor Manufacturing Co. reported a 67.9% year-on-year jump in June revenue on Monday, ahead of its second-quarter earnings release later this week. The world's largest contract chipmaker posted NT$442.68 billion ($13.84 billion) in sales for June, up 6.2% from May.
For the first half of 2026, total revenue reached NT$2.4 trillion ($74.99 billion), a 35.6% increase over the same period in 2025. TSMC shares rose 1% on the news, trading near $210.
The surge reflects strong demand for artificial intelligence chips and infrastructure investments, the company said. TSMC manufactures semiconductors for smartphones, high-performance AI systems, and other applications. Key clients include Nvidia and Apple. AMD is also a major customer.
TSMC plans to add two advanced chip packaging plants in the Chiayi Science Park in southern Taiwan, Reuters reported, citing National Science and Technology Council Minister Wu Cheng-wen. The first facility is already in mass production; the second is expected to start shortly.
The company commanded a 73% share of the global pure-foundry market in the first quarter of 2026, according to Counterpoint Research. On AlphaScala, TSMC carries a Score of 75 out of 100, labeled Moderate, reflecting balanced fundamentals.
TSMC will report its second-quarter earnings on Thursday, July 16.
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