Second-quarter sales hit a record US$39 billion, topping the company's own guidance
TSMC's June revenue jumped 67.9 percent from a year earlier, capping a second quarter in which the world's largest contract chipmaker posted record sales on surging demand for artificial intelligence.
Revenue for the April to June quarter reached NT$1.27tn (US$39.62bn), according to Reuters calculations, slightly ahead of the NT$1.264tn SmartEstimate that LSEG drew from 20 analysts.
The result topped TSMC's own April forecast of US$39bn to US$40.2bn, a range the company issues only in US dollars.
June alone brought in NT$442.68bn, up 6.2 percent from May.
For the first half of 2026, total revenue reached NT$2.4tn (US$74.99bn), a 35.6 percent increase over the same period last year, CNBC reported.
Sravan Kundojjala, an analyst at SemiAnalysis, described the numbers as "quite robust," noting to CNBC that second-quarter revenue cleared the high end of the company's guidance.
The June figure stood out, he added, because revenue had fallen month over month in that month across the previous four years.
Kundojjala said AI demand still outstrips supply, and that TSMC has sold out its N3 node, the one every leading AI GPU and CPU targets this year.
He told CNBC that AI chips make up a growing share of the business, with revenue on track to top US$40bn in 2026, close to 25 percent of the total.
Investors have already rewarded the run.
TSMC's Taipei-listed shares closed up 1 percent on Monday ahead of the sales release, while the broader market ended flat, according to Reuters.
The stock has gained 57 percent this year, in line with the index.
The company supplies chips for products ranging from smartphones to AI computing systems, with clients including US firms Nvidia, Apple and Advanced Micro Devices.
It held a 73 percent share of the global pure-foundry market in the first quarter of 2026, according to Counterpoint Research.
TSMC ranks as Asia's most valuable publicly listed company, with a market capitalisation of US$1.955tn.
On capacity, TSMC plans to add two advanced chip packaging plants at the Chiayi Science Park in southern Taiwan, Reuters reported, citing the National Science and Technology Council minister, Wu Cheng-wen, on Sunday.
The first facility is already in mass production and the second is expected to start shortly, Wu said.
TSMC will report second-quarter earnings on Thursday, July 16, when it also updates its outlook for the rest of the year.
Analysts expect a 58.8 percent rise in second-quarter net profit, as per an LSEG SmartEstimate.
The company gave no details or forward guidance in its brief revenue statement, Reuters noted.
The data had been due the previous Friday but was delayed after Typhoon Bavi shut financial markets in Taipei.
