TSMC revenue soars 68% in June 2026 on AI chip boom

TSMC’s June 2026 revenue jumped nearly 68% year-on-year, driven by AI chip demand. First-half revenue rose 35.6%, Q2 beat expectations, and shares gained over 1% on the news.

TSMC reported a significant surge in revenue for June 2026, with year-on-year growth of nearly 68%. This impressive performance was fueled by robust demand for advanced chips used in artificial intelligence applications. Depending on the source, June revenue ranged from NT$398.27 billion to NT$442.68 billion. For the first half of 2026, TSMC’s revenue totaled NT$2.4 trillion (approximately $75 billion), marking a 35.6% increase compared to the previous year. Second-quarter revenue reached NT$1.27 trillion ($39.63 billion), up 36% year-on-year and surpassing market expectations. Following the announcement, TSMC’s stock price climbed over 1%. These results underscore TSMC’s pivotal role in the AI supply chain and highlight tight capacity and strong pricing in advanced semiconductor manufacturing. The market is now watching for updates on margins, profitability, and investments, including the expansion of advanced chip packaging facilities in Taiwan. Analysts note that such strong June results are rare, reflecting extraordinary demand for AI chips.