qinbafrank
qinbafrank|Jul 13, 2026 13:10
TSMC June Revenue Report: 1) June single-month revenue reached NT$442.68 billion, a 67.9% increase compared to June last year; 2) Total revenue for the first half of 2026 (January to June) was approximately NT$2.40 trillion, up 35.6% year-on-year. One key point to note: The 35.6% year-on-year growth for the first half contrasts sharply with the 67.9% year-on-year growth in June, indicating that TSMC's revenue growth has significantly accelerated since the second half of last year. Additionally, historical trends show that TSMC's revenue typically exhibits a seasonal pattern of "stronger in the second half than the first half." Coupled with the current industry backdrop of AI demand consistently exceeding expectations, revenue in the second half is likely to maintain strong growth momentum.
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