TSMC posts record revenue in second quarter on AI demand

TSMC posts record revenue in second quarter on AI demand Reuters Mon, July 13, 2026 at 7:37 AM GMT+2 2 min read 2330. TW NVDA AAPL TAIPEI, July 13 (Reuters) - TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue that rose 36% from ‌a year earlier to a record high on surging ‌interest in artificial intelligence applications. Revenue in the April-June period of this year came in ​at T$1.

27 trillion ($39. 62 billion), according to Reuters calculations, slightly above a T$1. 264 trillion LSEG SmartEstimate drawn from 20 analysts.

Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple . On its last earnings call in ‌April, the company predicted ⁠second-quarter revenue of between $39 billion and $40. 2 billion.

The company gives its forecast only in U. S. dollars and not ⁠Taiwan dollars.

For June alone, TSMC reported that revenue rose 67. 9% year-on-year to T$442. 68 billion, which was up 6.

2% compared with the previous month. The ​data was ​originally due last Friday, but ​it was delayed due to ‌the impending arrival of Typhoon Bavi, which shut financial markets in Taipei that day. TSMC, Asia's most valuable publicly listed company with a market capitalisation of $1.

955 trillion, did not provide any details or forward guidance in its brief revenue statement. It is scheduled to report second-quarter earnings on Thursday, ‌when it will also update its ​outlook and plans for the current quarter ​and the rest of ​the year. TSMC is expected to report a 58.

8% on-year ‌rise in second-quarter net profit, according ​to an LSEG ​SmartEstimate. TSMC's Taipei-listed shares closed up 1% on Monday ahead of the release of the sales data. The broader market closed flat.

The company's ​shares have risen 57% so ‌far this year, in line with the broader market. ($1 = 32.