TSMC Sets All-Time June Revenue Record With 68% Surge on AI Chip Demand

Taiwan Semiconductor Manufacturing Company reported NT398.27 billion in June revenue, up 67.9% year-on-year, as AI accelerator demand from NVIDIA, Apple and hyperscalers keeps its advanced nodes fully booked into 2027.

Key Takeaways

  • TSMC posted NT$398.27 billion (~$13.8 billion) in June revenue, up 67.9% year-on-year and 6.2% from May — the largest single-month figure in its nearly four-decade history.
  • First-half 2026 revenue reached NT$2.4 trillion, a 35.6% increase over the same period in 2025, with analysts expecting over $40 billion in AI-related revenue this year, roughly a quarter of the total.
  • Advanced nodes (7nm and smaller) made up 74% of Q1 wafer revenue, with 3nm alone contributing 25%; NVIDIA has reportedly booked around 60% of TSMC's advanced packaging capacity, keeping CoWoS supply extremely tight.
  • TSMC reiterated guidance of more than 30% full-year revenue growth in US dollars and $52–56 billion in capex as new fabs come online in Arizona, Kumamoto and Dresden.
  • Full Q2 earnings arrive Thursday with margins, updated guidance and 2nm rollout details; shares rose about 1% on the June revenue release.

TSMC Sets All-Time June Revenue Record With 68% Surge on AI Chip Demand

Taiwan Semiconductor Manufacturing Company (TSMC) said Monday that June revenue reached NT$398.27 billion (roughly $13.8 billion), a 67.9% year-on-year jump and a 6.2% rise from May — the largest single-month figure in the foundry's nearly four-decade history. The disclosure lifts the world's largest contract chipmaker to NT$2.4 trillion in first-half revenue, a 35.6% increase over the same period in 2025.

AI Rewrites TSMC's Calendar

The numbers break the traditional semiconductor seasonality that has defined the sector for a decade. Instead of the usual mid-year lull before the autumn iPhone ramp, TSMC is riding a summer of AI-accelerator orders from NVIDIA, Apple silicon programs, and hyperscaler custom chips designed by Amazon, Google and Microsoft. Analysts expect TSMC to log more than $40 billion of AI-related revenue in 2026, roughly a quarter of its total.

TSMC logo — Taiwan Semiconductor Manufacturing Company

Capacity Locked Through 2027

TSMC's advanced technologies — nodes at 7 nanometers and smaller — accounted for 74% of wafer revenue in the first quarter, with 3-nanometer alone contributing 25%. The company reiterated April guidance for full-year 2026 revenue growth of more than 30% in US dollars and capital expenditure of $52–56 billion as new fabs come online in Arizona, Kumamoto and Dresden. Reports indicate NVIDIA has already booked around 60% of TSMC's advanced chip-packaging capacity for the year — a squeeze that has kept CoWoS supply extremely tight.

Read Across to the Market

The record print lands as investors weigh whether the AI capex cycle can keep this pace. TSMC is due to publish full second-quarter earnings on Thursday, including margins, updated guidance and details on the rollout of its 2-nanometer process, which is already drawing customer commitments. Its performance also sets a benchmark just as Meta ramps its fourth-generation MTIA accelerator at TSMC in September and splits its next MTIA generation with Samsung Foundry's 2-nanometer node.

Shares in TSMC edged about 1% higher after the release, extending a rally that has made the foundry one of the year's best-performing large caps. The company's Nasdaq-listed ADRs will move again on Thursday when full profit and margin numbers arrive.

Reporting based on coverage from CNBC, Euronews, Digitimes and TSMC's investor materials.

Category: AI & Technology

Tags: AI Semiconductors Nvidia TSMC Semiconductor Foundry

Related Articles

Frequently Asked Questions

How much revenue did TSMC report for June and how big was the increase?

TSMC reported NT$398.27 billion (roughly $13.8 billion) for June, up 67.9% year-on-year and 6.2% from May — the largest single-month revenue in the company's history.

What is driving TSMC's record growth?

AI accelerator demand from NVIDIA, Apple silicon programs, and custom chips from hyperscalers like Amazon, Google and Microsoft, which has broken traditional mid-year seasonality and kept advanced nodes fully booked into 2027.

How much of TSMC's capacity is NVIDIA using?

Reports indicate NVIDIA has booked around 60% of TSMC's advanced chip-packaging capacity for the year, keeping CoWoS supply extremely tight.

When will TSMC report full second-quarter earnings?

TSMC publishes full Q2 earnings on Thursday, including margins, updated guidance and details on its 2-nanometer process rollout, which is already drawing customer commitments.