Taiwan Semiconductor Manufacturing Company (TSMC) has announced a record-breaking revenue for the second quarter, reaching NT$1.27 trillion, equivalent to US$39.5 billion. This surge is largely attributed to the rising global demand for artificial intelligence (AI) chips. Compared to the same period last year, this represents a 36% increase and nearly a 12% growth from the previous quarter.
The world’s leading contract chipmaker experienced an exceptional month in June, with revenues climbing 67.9% year-on-year to a peak of NT$442.68 billion. Throughout the first half of 2026, TSMC’s total earnings amounted to NT$2.40 trillion, marking a 35.6% increase from the previous year.
Looking ahead, TSMC anticipates its annual revenue to expand by over 30% in US dollar terms. This optimism is fueled by the escalating demand for AI-related technologies. Investors are eagerly awaiting TSMC’s forthcoming earnings briefing, which is expected to provide insights into capital expenditures, the expansion of its cutting-edge 2-nanometer chip manufacturing, and its investments in overseas facilities, including its growing presence in the United States.
Industry experts predict that TSMC will continue to enhance its competitive edge over rivals through the advancement of chip production and packaging technologies. The company is also expected to secure significant orders from leading global technology firms, solidifying its position at the forefront of the semiconductor industry.