Taiwan Semiconductor Manufacturing Company, better known as TSMC, reported a sharp increase in second-quarter revenue on Monday.
The world’s largest contract chipmaker continued to benefit from strong demand for advanced semiconductors used in artificial intelligence applications.
TSMC Q2 Revenue Rises 36%
TSMC generated revenue of T$1.270 trillion, or approximately $39.63 billion, during the three months ending June 30.
That represented a 36% increase compared with the same period a year earlier, according to Investing.com calculations.
The strong result highlights the continued expansion of the global AI chip market.
June Revenue Jumps Nearly 68%
TSMC also recorded impressive growth in June.
Monthly revenue climbed almost 68% year-on-year to T$442.68 billion.
Meanwhile, revenue for the first six months of 2026 reached approximately T$2.40 trillion. This marked an increase of nearly 36% compared with the first half of the previous year.
Typhoon Delays Revenue Announcement
TSMC originally planned to release its June revenue figures on Friday.
However, the company postponed the announcement until Monday because of disruption caused by Typhoon Bavi.
Despite the delay, the latest figures showed that demand for TSMC’s advanced chipmaking services remained strong throughout the quarter.
AI Chip Demand Supports TSMC Growth
The company has benefited significantly from rising investment in artificial intelligence infrastructure.
Technology companies require increasingly powerful processors for AI data centres, cloud computing and advanced machine-learning systems.
TSMC manufactures chips for several major technology companies, including Nvidia. The company’s advanced manufacturing capabilities have made it a critical supplier to the global AI industry.
Investors Await TSMC Earnings
The revenue announcement came only days before TSMC’s full second-quarter earnings report.
Based on the latest sales figures, investors expect the company to report another strong quarter.
Markets will closely examine TSMC’s profit margins, capital expenditure plans and production outlook.
TSMC Forecast Could Guide the Chip Sector
Investors will also focus on TSMC’s forecast for the coming quarters.
The company is widely viewed as a key indicator for the semiconductor industry because it manufactures chips for many of the world’s leading technology businesses.
A strong outlook could reinforce expectations that AI-related semiconductor demand will remain resilient.
However, any signs of weaker orders or slower spending could affect sentiment across the broader chipmaking sector.
