Taiwan Semiconductor Manufacturing Corporation (TSMC) reported a sharp increase in second-quarter revenue, underscoring continued strong demand for advanced semiconductors driven by the artificial intelligence (AI) boom.
The world’s largest contract chipmaker said revenue for the three months ended 30 June rose 36% year-on-year to T$1.270 trillion (US$39.63 billion), according to Investing.com calculations.
The company also recorded a strong performance in June, with monthly revenue surging nearly 68% from a year earlier to T$442.68 billion. Revenue for the first six months of 2026 climbed almost 36% year-on-year to T$2.40 trillion.
TSMC had postponed the release of its June sales figures until Monday after Typhoon Bavi disrupted its original publication schedule on Friday.
The robust revenue growth comes ahead of the company’s second-quarter earnings announcement, where analysts expect another strong financial performance. TSMC has continued to benefit from surging global demand for advanced chips used in AI applications, supplying leading technology companies, including Nvidia.
Investors will be closely watching not only the company’s earnings but also its outlook for the coming quarters. As the world’s leading contract chipmaker, TSMC is widely regarded as a bellwether for the global semiconductor industry, with its forecasts often seen as an indicator of broader demand trends across the technology sector.
Strong guidance from the company could reinforce confidence in sustained AI-related chip demand, while any signs of slowing orders may shape expectations for the wider semiconductor market in the months ahead.
