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Taiwan Semiconductor Manufacturing Co. reported record second-quarter revenue as demand for chips used in artificial intelligence systems lifted sales. The company generated NT$1.27 trillion, or about $39.62 billion, from April through June. Revenue rose 36% from a year earlier and came in slightly above the NT$1.264 trillion estimate drawn from 20 analysts.
The result placed TSMC near the upper end of its official revenue forecast of $39 billion to $40.2 billion. The chipmaker supplies advanced processors to major technology companies, including NVIDIA and Apple.
Investors now turn to the full earnings report, where profit, margins, spending and the next sales forecast will receive closer attention from investors. TSMC gives its quarterly guidance in US dollars rather than Taiwan dollars, so currency movements can affect direct comparisons with reported sales.
TSMC generated NT$442.68 billion in June revenue. Sales rose 67.9% from June 2025 and increased 6.2% from May. The annual rise marked the company’s fastest monthly growth rate in 2026 and completed a record quarter for the Taiwan-based chip producer.
Meanwhile, first-half revenue reached about NT$2.4 trillion, equal to approximately $74.99 billion. That figure was 35.6% higher than the same period last year. First-half sales were equal to about 63% of TSMC’s full-year revenue for 2025. TSMC originally planned the June report for Friday, July 10, but delayed the release after Typhoon Bavi closed financial markets in Taipei.
TSMC produces semiconductors designed by other companies and operates the world’s largest dedicated chip foundry business. Its production network gives the company a central role in supplying processors used by AI developers, cloud providers, smartphone makers and computer companies.
Strong demand for high-performance computing chips has supported recent revenue growth. The brief sales statement did not show how much June revenue came directly from AI-related products. It also gave no product or customer revenue breakdown.
Additionally, Taiwan plans to expand advanced chip packaging capacity in Chiayi Science Park. TSMC will add two more packaging plants at the site, according to Taiwan’s science and technology minister. The first facility already runs mass production, while officials expect the second facility to begin operations soon. Advanced packaging combines several chip parts for demanding AI computing systems.
TSMC will release its full second-quarter results on Thursday, July 16. The earnings conference starts at 2 p.m. Taiwan time. Analysts expect second-quarter net profit to rise 58.8% from a year earlier, though the monthly sales statement did not include profit, earnings per share or margin figures.
Investors will watch the company’s third-quarter revenue forecast, gross margin range and capital spending plans. TSMC previously guided for a second-quarter gross margin of 65.5% to 67.5% and an operating margin of 56.5% to 58.5%. Management did not issue updated guidance with the June sales release.
TSMC’s Taipei-listed shares closed 1% higher on Monday before the sales figures became public. The broader Taiwan market finished the session almost unchanged. The company carried a market value of about $1.96 trillion at the time of the report, making it Asia’s most valuable publicly traded company.
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