TSMC June Revenue Surges 68% YoY to NT$443B, First-Half Up 36%
TSM sits 94% above its 52-week low of $223.7.
Summary
TSMC reported June 2026 revenue of NT$442.68 billion, up 67.9% year-over-year, with first-half revenue reaching NT$2.4 trillion, a 35.6% increase. The strong results underscore continued AI and advanced-node demand.
Key Events · Earnings and Guidance · TSM
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June Revenue Surges 68% YoY
Consolidated revenue for June 2026 reached NT$442.68 billion, a 67.9% increase from June 2025 and 6.2% higher than May 2026.
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First-Half Revenue Up 35.6%
Revenue for January through June 2026 totaled NT$2,404.48 billion, compared to NT$1,773.05 billion in the same period last year.
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AI and Advanced-Node Demand Drive Growth
The strong performance reflects sustained demand for TSMC's leading-edge 3nm and 5nm technologies, fueled by AI and high-performance computing applications.
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Capex Backdrop Supports Expansion
The revenue beat follows TSMC's board approval of over $51 billion in capital expenditures in May 2026, aimed at expanding advanced capacity globally.
Analysis · TSM · Manufacturing
June revenue at TSMC hit NT$442.68 billion, a 67.9% year-over-year jump, capping a first half that grew 35.6% to NT$2.4 trillion. The numbers reinforce the AI-driven demand narrative for leading-edge chips, with 3nm and 5nm nodes remaining the primary growth engines. This monthly update lands against a backdrop of massive capex commitments—over $51 billion approved in May—and signals that capacity expansion is being met with sustained order momentum. The revenue beat removes near-term demand concerns and supports the premium valuation.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 35.6% of the 1805 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TSM was trading at $434.81 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 8 out of 10.