Taiwan Semiconductor Manufacturing Co. announced a 35.6% year-on-year jump in revenue for the first half of 2026, reaching a record NT$2.4 trillion. The company’s financial performance reflects a surge in artificial intelligence-related demand, a key driver for chipmakers and related businesses.
For June 2026, TSMC reported revenue of NT$442.68 billion, up 6.2% compared to May, and 67.9% from June 2025. The release of these results had been pushed back from last Friday due to Typhoon Bavi, which prompted the closure of the Taipei financial markets.
Growth in revenue was attributed primarily to heightened requirements for AI semiconductors and expanding infrastructure investments. TSMC’s client portfolio includes major U.S. technology companies such as Nvidia, Apple, and Advanced Micro Devices, and covers manufacturing for a broad spectrum of applications from smartphones to advanced AI systems.
On its most recent earnings call in April, TSMC provided guidance for second-quarter revenue, projecting a range of $39 billion to $40.2 billion, with forecasts given only in U.S. dollars. Independent consensus data from LSEG SmartEstimate indicates that net profit for the second quarter is expected to climb 58.8% from the previous year.
TSMC maintained a 73% share of the global contract chip manufacturing market in the first quarter of 2026, as reported by Counterpoint Research. The firm will release its second-quarter earnings results on Thursday, July 16.
