TSMC second-quarter revenue rises 36% to NT$1.27 trillion, beats estimates
June revenue jumped 67.9% to NT$442.68 billion and first-half 2026 sales reached NT$2.4 trillion, as AI-chip demand and infrastructure spending sharpen focus on guidance and capex at next week's earnings.
Taiwan Semiconductor Manufacturing Co. reported second-quarter 2026 revenue of NT$1.27 trillion ($39.62 billion), up 36% from a year earlier and above the NT$1.264 trillion estimate compiled by LSEG from 20 analysts. June revenue rose 67.9% year on year and 6.2% from May to NT$442.68 billion, marking the fastest monthly growth of 2026, while first-half 2026 revenue reached NT$2.4 trillion ($74.99 billion), up 35.6% from the same period in 2025. The world’s largest contract chipmaker has been buoyed by demand for artificial intelligence chips, with the latest monthly figures suggesting a pickup in customer orders as spending on AI infrastructure intensifies. TSMC held about 73% of the global pure-foundry market in the first quarter, according to Counterpoint Research. With revenue now disclosed, investor attention has shifted to TSMC’s July 16 earnings report for signs on whether management raises its full-year growth floor above 30% and increases capital expenditure.
- pure-foundry market: The chip manufacturing segment in which companies produce semiconductors designed by customers rather than selling their own chip designs.
- capital expenditure: Money a company plans to spend on long-term assets such as factories, equipment and production capacity.