TSMC second-quarter revenue jumps 36% as AI demand surges
TSMC’s record quarter and 67.9% June sales surge show AI chip demand is still concentrating power in the world’s dominant foundry.
TSMC posted second-quarter revenue of T$1.27 trillion, a record that rose 36% from a year earlier as AI chip demand kept pushing the world’s biggest contract manufacturer to new highs. June revenue alone climbed 67.9% to T$442.68 billion, and first-half sales reached NT$2.40448 trillion, up 35.6% from the same period a year earlier.
The result landed slightly above the T$1.264 trillion LSEG SmartEstimate drawn from 20 analysts and near the top of TSMC’s April revenue outlook of $39 billion to $40.2 billion. Taipei-listed shares rose about 1% on the day of the release, adding to a 57% gain so far this year.
TSMC’s numbers matter far beyond Taiwan because the company sits at the center of the AI hardware chain. Nvidia and Apple are among its key customers, and the revenue surge shows that cloud operators, chip designers, server makers and electronics firms are still racing for advanced semiconductor capacity. Analysts have said TSMC was sold out on N3 capacity and that the AI demand-supply balance remains tight, a reminder that the bottleneck in AI spending is shifting toward manufacturing scale rather than demand alone.
That concentration is reinforced by TSMC’s market share. Counterpoint Research put the company’s share of the global pure-foundry market at 73% in the first quarter of 2026, underscoring how much of the world’s most advanced chip production runs through a single company in Taiwan. Taiwan’s National Science and Technology Council minister, Wu Cheng-wen, said TSMC plans to add two advanced chip packaging plants in Chiayi Science Park in southern Taiwan, with the first already in mass production and the second expected to start shortly.
TSMC will hold its second-quarter earnings conference on Thursday, July 16, at 2 p.m. Taiwan time, or 2 a.m. Eastern Time, after a quiet period running from July 6 to July 15. The company had already posted record second-quarter revenue in 2025 of NT$933.80 billion, up 38.6% year on year, and its 2025 annual report said full-year revenue rose 35.9% in U.S. dollar terms and set new highs as AI market developments stayed very positive.
This article was produced by Prism’s automated news system from verified source data, official records, and press releases, then run through automated quality and moderation checks before publishing. The system is built and supervised by the people who set the standards it runs under. Read our full AI policy.
Did this article answer your question?
