The world's largest contract semiconductor manufacturer, TSMC, continues to surprise the market. In June, the company recorded revenue of 442.68 billion New Taiwan Dollars (NTD), equivalent to approximately $13.78 billion. This figure set an absolute record, demonstrating an impressive year-on-year growth of 67.9% — the fastest monthly increase since the beginning of 2026.
The driving force behind this explosive growth is the relentless demand for chips used in artificial intelligence infrastructure. TSMC's capacity is fully utilized, and clients, eager to outpace competitors, are actively moving their orders forward. Compared to May, sales in June increased by another 6.2%, confirming the sustainability of the upward trend.
Second-quarter results also exceeded expectations. Total revenue for April-June reached 1.27 trillion NTD ($39.62 billion), slightly above the analysts' consensus forecast of 1.264 trillion NTD. Particularly noteworthy is the acceleration in growth rates: while the annual increase was 22.2% in February and 17.5% in April, the June surge to 68% eloquently indicates that the AI industry is entering a new, more intensive phase.
In the first half of 2026, TSMC has already earned approximately 2.4 trillion NTD ($74.99 billion). This is 35.6% more than in the same period last year and accounts for about 63% of the company's total revenue for 2025. This dynamic clearly demonstrates how rapidly the semiconductor industry landscape is changing under the influence of AI.
The key event this week will be the publication of the full quarterly report on July 16. The market will be closely watching two things: whether TSMC will raise its annual growth forecast (currently at 30%) and whether the company will announce a new increase in capital expenditures. The answers to these questions will not only determine the short-term dynamics of the stock but also set the tone for the entire industry.
Analyst's View: TSMC's current figures are not just numbers but a clear signal that the demand for AI computing power is far from being saturated. Investors should prepare for forecasts to be revised upward, which, in turn, will support the entire semiconductor sector and related markets, including cryptocurrency mining, where chip efficiency plays a critical role.