TSMC July Revenue Surges 44.7% YoY to NT$467.6B, Extending Growth Streak
TSM sits 88% above its 52-week low of $223.7.
Summary
TSMC reported July 2026 revenue of NT$467.58 billion, up 44.7% year-over-year, continuing its strong growth trajectory driven by AI and advanced chip demand.
Key Events · Earnings and Guidance · TSM
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July Revenue Hits NT$467.6B
Consolidated net revenue for July 2026 reached NT$467.58 billion, a 44.7% increase from July 2025 and a 5.6% sequential gain from June 2026.
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Year-to-Date Growth at 37%
Revenue for the first seven months of 2026 totaled NT$2,872.06 billion, up 37.0% compared to the same period in 2025, underscoring sustained demand.
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AI Demand Continues to Drive Results
The strong monthly performance aligns with TSMC's Q2 2026 earnings beat and Q3 guidance, reflecting unabated demand for advanced chips used in AI and high-performance computing.
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Next Milestone: August Revenue
TSMC typically reports monthly revenue around the 10th of the following month; the next update will provide further insight into Q3 momentum.
Analysis · TSM · Manufacturing
July revenue reached NT$467.6 billion, a 44.7% jump from last year and 5.6% above June, pushing year-to-date growth to 37%. The numbers reinforce the AI-driven demand narrative that has powered the stock, with no sign of a slowdown. This monthly update lands just weeks after a blowout Q2 report and amid a backdrop of massive capex commitments, keeping the growth story firmly intact.
At the time of this filing, TSM was trading at $420.30 on NYSE in the Manufacturing sector, with a market capitalization of approximately $1.9T. The 52-week trading range was $223.70 to $479.00. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.