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TSMC Q2 Revenue Surges 36% to Record $40.1 Billion on Strong AI Chip Demand

businesscompany-earningsaiai-infrastructureai-compute-chips 8 posts · 6 accounts

TSMC’s second-quarter revenue rose 36% year over year to a record NT$1.27 trillion ($40.1 billion), landing at the top end of its $39 billion to $40.2 billion guidance range. The quarter’s performance was driven by sustained demand for artificial intelligence chip production.

June sales set a new monthly record of NT$442.68 billion, a 67.9% increase from a year earlier and a 6.2% rise from May. The quarterly total was calculated from consolidated April through June monthly revenue rather than a formal company earnings announcement. June’s expansion marked the company’s strongest year-over-year growth rate since January 2015.

From the sources (8 posts)

@jukan05

TSMC June Revenue: NT$442.68B (+6.2% MoM, +67.9% YoY)

@dnystedt

TSMC’s 2nd quarter revenue rose 36% year-on-year to a record high NT$1.27 trillion (US$40.07B), and at the top end of guidance of US$39.0 to $40.2B, on strong demand for AI chip production. The prior record was NT$1.13 trillion from the 1s

@dnystedt

2/3 TSMC’s June revenue rose 67.9% year-on-year to an all-time-high NT$442.68 billion, also up 6.2% from May. May 2026 was TSMC’s previous high: NT$417.0 billion. $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor

@business

TSMC reported quarterly sales rose 36%, meeting high expectations and signaling global demand for AI hardware remains intact

@cnbc

TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue

@dnystedt

Note: June's 67.9% year-on-year growth was the best since January, 2015, when revenue grew 69.4%

@reuters

TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations

@ftr_investors

$TSM TSMC reported June revenue of $13.8B, up 67.9% YoY and 6.2% MoM 📈 First-half 2026 revenue reached $75B (+35.6% YoY), driven by strong AI demand 🤖🚀

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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