Taiwan Semiconductor Manufacturing Company reported June 2026 monthly revenue of NT$442.68 billion, approximately $14.6 billion, on Monday, representing a 67.9% jump from June 2025 and a 6.2% sequential increase from May 2026. The figures, which were delayed by one week following a typhoon that shuttered Taiwan's financial markets last Friday, confirm the AI chip demand environment remains intact heading into the company's full second-quarter earnings release scheduled for Thursday, July 16.
Based on cumulative monthly revenue disclosures, second-quarter 2026 revenue totaled approximately NT$1.27 trillion, or $39.6 billion, which analysts at Bloomberg calculated as in line with and marginally ahead of the consensus estimate of $39.31 billion and at the high end of TSMC's own guidance range of $39.0 billion to $40.2 billion. The results represent 36% year-over-year growth from $29.1 billion in second-quarter 2025, extending a streak of acceleration in the company's top line that began with the AI infrastructure spending surge in mid-2025.
Sravan Kundojjala, an analyst at SemiAnalysis, described the numbers as "quite robust" and estimated that TSMC is on track to generate more than $40 billion in AI chip revenue in 2026, equivalent to roughly 25% of total revenue. Nvidia has reportedly reserved approximately 60% of TSMC's advanced chip packaging capacity for 2026, a supply constraint that has allowed the Taiwanese foundry to exercise pricing discipline across its leading-edge 3-nanometer and 2-nanometer node portfolio.
TSMC's shares rose approximately 1% Monday in US premarket trading, a relatively muted response that analysts attributed to the AI memory sell-off emanating from South Korea creating a headwind against what would otherwise have been a straightforwardly positive catalyst. Taiwan's Taiex index, where TSMC is listed, also absorbed some sympathy selling pressure from the broader Asian technology risk-off sentiment.
Monday's revenue report covers monthly and cumulative first-half data only. Full second-quarter results, including net profit, gross margin, operating margin, and updated financial guidance, will be released Thursday. Investors will watch closely for any increase to TSMC's full-year 2026 revenue growth guidance, which management previously projected at above 30% in US dollar terms, as well as commentary on the pace of CoWoS advanced packaging capacity expansion, 2-nanometer production ramp progress, and pricing trends on advanced node contracts. TSMC also plans to add two additional advanced packaging facilities at its Chiayi Science Park in southern Taiwan, Reuters reported on Sunday, citing comments from Taiwan's National Science and Technology Council minister.
The revenue report also confirmed that TSMC received approval from Taiwan's investment review authority to invest an additional $20 billion in US manufacturing operations, bringing total cleared outbound investment in American facilities to $44 billion. The funds are designated for a new 12-inch wafer fabrication facility and an advanced packaging plant in Arizona, continuing a multi-year US domestic manufacturing expansion that has reshaped TSMC's geographic footprint.
First-half 2026 revenue of $79.35 billion represents 35.6% growth over the $58.51 billion recorded in the same period of 2025, providing a strong foundation for TSMC's bid to grow full-year revenue well above the 30% threshold its management has committed to publicly.