TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue
Ahead of its second-quarter earnings, TSMC reported its June and first-half revenue for 2026.
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Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2, 2026.
Michael Nagle | Bloomberg | Getty Images
Taiwan Semiconductor Manufacturing Co. reported a 67.9% year-on-year rise in its 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 2.4 trillion new Taiwan dollars ($74.99 billion), representing a 35.6% increase compared to the same period in 2025. TSMC reported June revenue of NT$ 442.68 billion — a 6.2% increase from the previous month.
The Taiwanese chip giant's shares were trading 1% higher Monday.
TSMC's Monday figures are "quite robust," said Sravan Kundojjala, an analyst at SemiAnalysis, noting that the chipmaker's second-quarter revenue exceeded its high-end guidance of $40.2 billion. The result came whereas historically June revenue has declined month-over-month over the past four years, he added.
"The demand supply situation in AI is still quite tight and TSMC is sold out on N3, which is targeted by all leading AI GPU and CPUs this year," he added.
The world's largest contract chipmaker manufactures semiconductors for a wide range of applications, spanning from smartphones to high-performance AI computing systems, with key clients including U.S. technology leaders such as AI darling Nvidia, Apple and Advanced Micro Devices.
"We estimate TSMC is on track to over $40 billion in AI chip revenue in 2026, or close to 25% of its total revenue," Kundojjala said.
TSMC plans to add two advanced chip packaging plants in the Chiayi Science Park in southern Taiwan, Reuters reported, citing remarks made by Taiwan's National Science and Technology Council Minister Wu Cheng-wen on Sunday. Wu noted that the site's first facility is already in mass production, with the second expected to begin shortly.
TSMC, which commands a 73% share of the global pure-foundry market — chips manufactured for clients — in the first quarter of 2026, according to data from Counterpoint Research, is set to report its second-quarter earnings on Thursday, July 16.
