Keyword → AI chip demand

TSMC June Revenue Climbs 67.9% to $14.6B — Q2 Total of $39.6B Tops High-End Guidance Ahead of July 16 Earnings

TSMC reported June 2026 revenue of NT$442.68 billion, or $14.6 billion, up 67.9% year-over-year and 6.2% from May, bringing second-quarter total revenue to roughly $39.6 billion — ahead of its own high-end guidance of $40.2 billion when measured on a Bloomberg calculation basis. The figures confirm robust AI chip demand and set a strong tone ahead of full Q2 earnings on July 16, when investors will watch for any raise to TSMC's full-year outlook and CoWoS capacity commentary.

TSMC Posts 35% Revenue Surge in Q1, Powered by Insatiable AI Chip Demand Despite Middle East Turmoil

Taiwan Semiconductor Manufacturing Company reported Friday that first-quarter 2026 revenue surged 35% year over year to $35.71 billion, beating analyst forecasts as relentless demand for AI chips from Nvidia and Apple proved resilient through the opening weeks of the U.S.-Iran conflict — with March revenue alone jumping 45% annually, signaling no letup in the AI infrastructure buildout cycle.

Goldman Sachs Elevates Nvidia Outlook Ahead of Critical February 25 Earnings Report

Goldman Sachs projects Nvidia will deliver a $2 billion revenue beat in its February 25 earnings report, with fiscal fourth-quarter revenue forecast at $67.3 billion. The investment bank maintains a $250 price target implying 35% upside, citing accelerating hyperscaler capital expenditure and strong AI chip demand as key drivers.