TSMC Revenue Jumps 67.9% as AI Chip Demand Breaks Seasonal Patterns

TSMC posted June net revenue of NT$442.68 billion, up 67.9% year-over-year and 6.2% month-over-month. First-half 2026 revenue hit NT$2,404.48 billion, up 35.6% annually. The acceleration defies typical semiconductor industry slowdowns, driven by hyperscaler demand for AI accelerators. Full Q2 earnings arrive July 16 at 2 a.m. Eastern.