Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker, announced a 67.9% year-on-year surge in revenue for June. The report, released Monday, highlights a robust performance ahead of the company’s official second-quarter earnings disclosure scheduled for July 16.
According to company data, TSMC generated NT$ 442.68 billion in revenue for the month, representing a 6.2% increase compared to May. This growth is particularly notable as it bucks the historical trend of month-over-month declines observed in June over the past four years. For the first half of 2026, total revenue reached NT$ 2.4 trillion ($74.99 billion), a 35.6% increase from the same period in 2025.
Industry analysts attribute this performance to the persistent demand for high-end semiconductors used in artificial intelligence. Sravan Kundojjala, an analyst at SemiAnalysis, noted that TSMC’s production capacity for its N3 process node is essentially sold out, with major clients including Nvidia, Apple, and AMD driving the momentum. Analysts estimate that TSMC is on track to generate over $40 billion in AI-related chip revenue in 2026, accounting for approximately 25% of its total revenue.
In response to the sustained demand, the company is expanding its manufacturing footprint. Reuters reports that Taiwan’s National Science and Technology Council Minister Wu Cheng-wen confirmed that TSMC is adding two advanced chip packaging plants in the Chiayi Science Park. The first facility is already in mass production, with the second expected to follow shortly.
As of the first quarter of 2026, TSMC maintains a 73% share of the global pure-foundry market, according to Counterpoint Research. Following the revenue announcement, the company’s shares saw a 1% gain on Monday.