Full Breakdown
TSMC Posts Near-68% Year-on-Year June Sales Surge, Boosted by AI Chip Demand
7/13/2026, 8:12:21 AM
Strong June Sales and First-Half Revenue Gains
Taiwan Semiconductor Manufacturing Co. (TSMC) announced a 67.9% year-on-year increase in June sales, reporting June revenue of NT$442.68 billion, a 6.2% rise from May. For the first half of 2026, total revenue reached NT$2.4 trillion (US$74.99 billion), marking a 35.6% increase over the same period in 2025. The company’s shares were trading about 1% higher following the release.
Market Drivers and Competitive Position
The surge is attributed to heightened demand for artificial-intelligence (AI) chips and broader infrastructure investments. TSMC, the world’s largest contract chipmaker, serves a spectrum of customers—from smartphones to high-performance AI computing systems—with marquee U.S. clients Nvidia, Apple, and Advanced Micro Devices (AMD). Data from Counterpoint Research shows TSMC held a 73% share of the global pure-foundry market in the first quarter of 2026, underscoring its dominant role in the industry.
Official Comment on New Packaging Facilities
> “The site’s first facility is already in mass production, with the second expected to begin shortly.” — Wu Cheng-wen, Minister of Taiwan’s National Science and Technology Council
Wu’s remarks confirm the operational status of the first advanced-chip-packaging plant in the Chiayi Science Park and signal imminent commencement of the second plant.
Quantitative Snapshot
| Metric | Figure |
|---|---|
| June YoY sales growth | 67.9% |
| June MoM revenue change | +6.2% |
| H1 2026 revenue | NT$2.4 trillion (US$74.99 billion) |
| H1 YoY revenue growth | 35.6% |
| Pure-foundry market share (Q1 2026) | 73% |
| Share price movement (post-announcement) | +1% |
Upcoming Earnings and Expansion Timeline
TSMC is slated to release its second-quarter earnings on July 16, 2026. In parallel, the company will add two advanced chip-packaging plants at the Chiayi Science Park; the first is already in mass production, and the second is expected to start operations shortly, expanding Taiwan’s capacity for AI-focused semiconductor manufacturing.
