A sign for Taiwan Semiconductor Manufacturing Company (TSMC) on the floor of the New York Stock Exchange (NYSE) in New York, USA, on Friday, January 2, 2026.
Michael Nagle | Bloomberg | Getty Images
Taiwan Semiconductor Manufacturing Company. reported on Monday that June sales rose 67.9% year over year, ahead of the release of second-quarter earnings later this week.
For the first half of 2026, TSMC’s total revenue reached NT$2.4 trillion ($74.99 billion), up 35.6% from the same period in 2025. TSMC reported June revenue of NT$442.68 billion, up 6.2% from the previous month.
Shares of the Taiwanese chip giant rose 1% on Monday.
TSMC’s numbers are “fairly robust,” said Shravan Kundoyjala, an analyst at SemiAnalysis, noting that the chipmaker’s second-quarter revenue topped his forecast of $40.2 billion. That result came despite historically June revenues being down from the previous four years, he added.
“The AI supply and demand situation is still quite tight, and TSMC has sold out of N3, which is what all the leading GPUs and AI processors are targeting this year,” he added.
The world’s largest chipmaker contract produces semiconductors for a wide range of applications, from smartphones to high-performance artificial intelligence computing systems, and its key clients include U.S. tech leaders such as artificial intelligence darlings Nvidia, Apple and Advanced Micro Devices.
“We estimate that TSMC’s AI chip revenue will exceed $40 billion in 2026, or about 25% of its total revenue,” Kundoyjala said.
TSMC plans to build two state-of-the-art chip packaging plants in the Chiayi Science Park in southern Taiwan, Reuters reported, citing remarks by Taiwan National Science and Technology Council Minister Wu Cheng-wen on Sunday. Wu noted that the first item at the facility is already in mass production, and the second is expected to begin soon.
TSMC, which controls 73% of the global foundries (chips made for customers) market in the first quarter of 2026, according to Counterpoint Research, is set to report second-quarter earnings on Thursday, July 16.
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