TSMC Q2 revenue beats guidance as June sales surge 68%

Taiwan Semiconductor Manufacturing Co. reported June gross of NT$442.68 cardinal ($13.2 billion), a 67.9% leap from the aforesaid period a twelvemonth earlier and a 6.2% summation from May, marking the champion period successful the company's past for sales.

The June fig lifted second-quarter gross to NT$1.27 trillion, oregon astir $39.6 cardinal — a 36% emergence from the aforesaid play past year. That effect edged past the apical of the company's ain guidance scope of $39 cardinal to $40.2 billion, which TSMC issued connected its April net call.

Publication of the figures had been acceptable for past Friday, but Typhoon Bavi forced the closure of Taipei's fiscal markets, pushing the merchandise to Monday.

TSMC's Taipei-listed banal closed up 1% connected Monday up of the data's release. The institution commands a 73% stock of the planetary pure-foundry marketplace arsenic of the archetypal 4th of 2026, according to CNBC, citing information from Counterpoint Research.

Sravan Kundojjala, an expert astatine SemiAnalysis, called the numbers "quite robust," noting that June gross rising month-over-month runs antagonistic to the seasonal signifier of the past 4 years, according to CNBC. "The request proviso concern successful AI is inactive rather choky and TSMC is sold retired connected N3, which is targeted by each starring AI GPU and CPUs this year," Kundojjala said.

The chipmaker's monthly gross merchandise contained nary further commentary oregon outlook.

Thursday's afloat net study volition springiness TSMC executives an accidental to laic retired their expectations for the 3rd 4th and beyond. A statement estimation compiled by LSEG from expert forecasts points to a 58.8% nett summation versus the aforesaid 4th a twelvemonth ago, according to Reuters.

When TSMC reported first-quarter results, a 58% year-on-year leap successful nett income to a grounds NT$572.5 cardinal prompted the institution to rise its full-year gross maturation outlook to supra 30% successful dollar presumption and perpetrate to spending toward the apical of its $52 cardinal to $56 cardinal superior expenditure guidance range. Chief Executive Officer C.C. Wei characterized AI spot request arsenic "extremely robust" astatine the clip and said the institution would beryllium incapable to fulfill request from American customers for years adjacent arsenic caller capableness comes online.

Taken together, the archetypal six months of 2026 produced NT$2.4 trillion ($74.99 billion) successful gross for TSMC, moving 35.6% up of wherever the institution stood astatine the midpoint of past year.