Taiwan Semiconductor Manufacturing Co. reported June revenue of NT$442.68 billion ($13.2 billion), a 67.9% jump from the same month a year earlier and a 6.2% increase from May, marking the best month in the company's history for sales.
The June figure lifted second-quarter revenue to NT$1.27 trillion, or approximately $39.6 billion — a 36% rise from the same period last year. That result edged past the top of the company's own guidance range of $39 billion to $40.2 billion, which TSMC $TSM issued on its April earnings call.
Publication of the figures had been set for last Friday, but Typhoon Bavi forced the closure of Taipei's financial markets, pushing the release to Monday.
TSMC's Taipei-listed stock closed up 1% on Monday ahead of the data's release. The company commands a 73% share of the global pure-foundry market as of the first quarter of 2026, according to CNBC, citing data from Counterpoint Research.
Sravan Kundojjala, an analyst at SemiAnalysis, called the numbers "quite robust," noting that June revenue rising month-over-month runs counter to the seasonal pattern of the past four years, according to CNBC. "The demand supply situation in AI is still quite tight and TSMC is sold out on N3, which is targeted by all leading AI GPU and CPUs this year," Kundojjala said.
The chipmaker's monthly revenue release contained no additional commentary or outlook.
Thursday's full earnings report will give TSMC executives an opportunity to lay out their expectations for the third quarter and beyond. A consensus estimate compiled by LSEG from analyst forecasts points to a 58.8% profit gain versus the same quarter a year ago, according to Reuters.
When TSMC reported first-quarter results, a 58% year-on-year jump in net income to a record NT$572.5 billion prompted the company to raise its full-year revenue growth outlook to above 30% in dollar terms and commit to spending toward the top of its $52 billion to $56 billion capital expenditure guidance range. Chief Executive Officer C.C. Wei characterized AI chip demand as "extremely robust" at the time and said the company would be unable to fulfill demand from American customers for years even as new capacity comes online.
Taken together, the first six months of 2026 produced NT$2.4 trillion ($74.99 billion) in revenue for TSMC, running 35.6% ahead of where the company stood at the midpoint of last year.