TSMC's June Revenue Surges 67.9% Year-Over-Year on Relentless AI Chip Demand

TSMC reported June 2026 net revenue of NT$442.68 billion, up 67.9% from June 2025 and 6.2% from May. First-half 2026 revenue totaled NT$2,404.48 billion, up 35.6% year-over-year. The sustained acceleration defies the seasonal lulls that typically govern semiconductor cycles, reflecting hyperscaler demand for AI accelerators. Full Q2 results arrive July 16 at 2:00 a.m. Eastern.