TSMC posts record $39.6 billion quarterly revenue

• Taiwan Semiconductor Manufacturing Company reported record second-quarter revenue of T$1.27 trillion (US$39.62 billion).
• Revenue increased 36% year over year, supported by demand for artificial intelligence-related chips.
• TSMC will provide earnings details and updated guidance during its second-quarter results announcement.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported second-quarter revenue of T$1.27 trillion (US$39.62 billion), up 36% from a year earlier, as demand for artificial intelligence applications supported growth.

The result came slightly above the T$1.264 trillion analyst estimate from LSEG SmartEstimate and was within TSMC’s previous forecast range of US$39 billion to US$40.2 billion for the quarter.

For June alone, TSMC reported revenue of T$442.68 billion, up 67.9% year over year and 6.2% from the previous month, while the company delayed the release from Friday due to Typhoon Bavi-related market closures.

The company is scheduled to report second-quarter earnings on Thursday and provide updates on its outlook and plans for the remainder of 2026.

Taiwan Semiconductor Manufacturing Company is the world’s largest contract chipmaker and supplies advanced semiconductors to customers including Nvidia and Apple.

TSMC has benefited from increased demand for artificial intelligence computing infrastructure, with its shares rising 57% so far in 2026 alongside broader market gains.