The world's largest contract chipmaker, Taiwan Semiconductor Manufacturing (TSMC), recorded a historic surge in revenue in June. The figure reached 442.68 billion new Taiwan dollars (approximately $13.78 billion), a 67.9% increase compared to June last year. This is the fastest monthly growth since the beginning of 2026.
AI Boom as the Main Catalyst
The driving force behind this explosive growth is the relentless demand for chips used in artificial intelligence infrastructure. June sales rose 6.2% compared to May, and second-quarter revenue reached 1.27 trillion new Taiwan dollars ($39.62 billion), exceeding the average analyst forecast of 1.264 trillion. Clients are actively moving their orders forward, seeking to secure access to components for AI systems.
The monthly dynamics are impressive: June's 67.9% growth significantly outpaces February's 22.2% and April's 17.5%. In the first half of the year, TSMC earned approximately 2.4 trillion new Taiwan dollars ($74.99 billion) — a 35.6% increase year-over-year. In fact, in just six months, the company has already reached about 63% of its total annual revenue for 2025.
Market Dominance and Expectations
TSMC continues to strengthen its dominance: in the first quarter, it controlled about 73% of the global contract chip manufacturing market. The quarterly report, which the company will release on Thursday, July 16, will be a key event for the market. Revenue is already known, so investors' main focus will be on management's forecasts.
The market is waiting for answers to two main questions: will TSMC raise its annual growth forecast above the current 30%, and will it increase its investment budget once again. The future trajectory of the entire semiconductor industry directly depends on these decisions.
Expert Commentary: TSMC's record figures are not just a corporate success story. They are a clear signal for the entire crypto and technology market: the demand for computing power for AI is not just growing, it is accelerating exponentially. For mining pools and DeFi protocols requiring high performance, this means further price increases for advanced chips and a potential supply shortage in the coming quarters.